Legacy Edge Advisors
VHT icon

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
Q3 		$333K Hold
1,055
– – 0.03% 192
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Legacy Edge Advisors's VHT Position: Q3 2026 in Review

Legacy Edge Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,055 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #192.

Legacy Edge Advisors first reported a position in VHT in Q4 2023 and has held it in 12 quarters since. The position peaked at $367K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Legacy Edge Advisors held 1,055 shares of Vanguard Health Care ETF worth $333K as of Q3 2026.
  • Legacy Edge Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #192 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Vanguard Health Care ETF position peaked at $367K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.