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

Legacy Edge 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 		$315K Sell
1,055
-30
-3% -$8.34K 0.03% 182
2026
Q1 		$295K Hold
1,085
– – 0.03% 183
2025
Q4 		$312K Hold
1,085
– – 0.03% 178
2025
Q3 		$282K Buy
1,085
+76
+8% +$19.1K 0.03% 175
2025
Q2 		$251K Sell
1,009
-290
-22% -$71.7K 0.03% 182
2025
Q1 		$344K Hold
1,299
– – 0.05% 136
2024
Q4 		$329K Hold
1,299
– – 0.05% 140
2024
Q3 		$367K Hold
1,299
– – 0.06% 131
2024
Q2 		$346K Sell
1,299
-50
-4% -$13.1K 0.06% 131
2024
Q1 		$365K Buy
1,349
+87
+7% +$22.9K 0.08% 115
2023
Q4 		$317K Buy
+1,262
New +$299K 0.07% 122

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 22.9% 1-Year Est. Return

Legacy Edge Advisors's VHT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q2 2026, selling an estimated $8.34K and leaving 1,055 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #182.

Legacy Edge Advisors first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $367K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Legacy Edge Advisors held 1,055 shares of Vanguard Health Care ETF worth $315K as of Q2 2026.
  • Legacy Edge Advisors sold 30 Vanguard Health Care ETF shares in Q2 2026, an estimated $8.34K.
  • Vanguard Health Care ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #182 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Vanguard Health Care ETF position peaked at $367K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.