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Legacy Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Legacy Advisors’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
949
-1,211
-56% -$337K 0.03% 258
2026
Q1 		$588K Sell
2,160
-167
-7% -$47.7K 0.07% 144
2025
Q4 		$670K Buy
2,327
+186
+9% +$52K 0.07% 136
2025
Q3 		$556K Buy
+2,141
New +$537K 0.07% 140
2019
Q2 		– Sell
-149
Closed -$26K – 420
2019
Q1 		$26K Buy
+149
New +$25.3K 0.01% 257

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Advisors's VHT Position: Q2 2026 in Review

Legacy Advisors reduced its Vanguard Health Care ETF (VHT) stake by 56% in Q2 2026, selling an estimated $337K and leaving 949 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #258.

Legacy Advisors first reported a position in VHT in Q1 2019 and has held it in 5 quarters since. The position peaked at $670K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Legacy Advisors held 949 shares of Vanguard Health Care ETF worth $284K as of Q2 2026.
  • Legacy Advisors sold 1,211 Vanguard Health Care ETF shares in Q2 2026, an estimated $337K.
  • Vanguard Health Care ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #258 holding.
  • Legacy Advisors first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 5 quarters since.
  • Legacy Advisors's Vanguard Health Care ETF position peaked at $670K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.