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Meridian Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Meridian Wealth 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
Q1 		$1.36M Buy
5,001
+1
+0% +$286 0.18% 80
2025
Q4 		$1.44M Buy
5,000
+2
+0% +$559 0.2% 71
2025
Q3 		$1.3M Sell
4,998
-249
-5% -$62.5K 0.18% 72
2025
Q2 		$1.3M Buy
5,247
+1
+0% +$247 0.21% 70
2025
Q1 		$1.39M Sell
5,246
-199
-4% -$53K 0.24% 66
2024
Q4 		$1.38M Sell
5,445
-29
-0.5% -$7.81K 0.23% 68
2024
Q3 		$1.54M Buy
5,474
+1
+0% +$278 0.26% 61
2024
Q2 		$1.46M Buy
5,473
+250
+5% +$65.5K 0.26% 64
2024
Q1 		$1.41M Buy
5,223
+1
+0% +$263 0.27% 66
2023
Q4 		$1.31M Buy
5,222
+2
+0% +$474 0.29% 68
2023
Q3 		$1.23M Buy
5,220
+1
+0% +$244 0.31% 62
2023
Q2 		$1.28M Buy
5,219
+200
+4% +$48.7K 0.31% 65
2023
Q1 		$1.2M Buy
5,019
+1
+0% +$241 0.3% 68
2022
Q4 		$1.24M Buy
5,018
+2
+0% +$485 0.32% 68
2022
Q3 		$1.12M Hold
5,016
– – 0.32% 69
2022
Q2 		$1.18M Buy
5,016
+151
+3% +$36.4K 0.31% 72
2022
Q1 		$1.24M Sell
4,865
-49
-1% -$12.1K 0.29% 73
2021
Q4 		$1.31M Buy
4,914
+102
+2% +$26K 0.32% 71
2021
Q3 		$1.19M Buy
4,812
+250
+5% +$64.1K 0.33% 70
2021
Q2 		$1.13M Buy
4,562
+1
+0% +$239 0.32% 72
2021
Q1 		$1.04M Buy
4,561
+1,051
+30% +$241K 0.35% 66
2020
Q4 		$785K Hold
3,510
– – 0.29% 77
2020
Q3 		$716K Sell
3,510
-850
-19% -$172K 0.31% 71
2020
Q2 		$840K Sell
4,360
-10
-0.2% -$1.88K 0.39% 58
2020
Q1 		$726K Buy
4,370
+960
+28% +$175K 0.4% 51
2019
Q4 		$654K Sell
3,410
-100
-3% -$17.9K 0.26% 74
2019
Q3 		$589K Buy
3,510
+200
+6% +$34.2K 0.25% 77
2019
Q2 		$576K Buy
3,310
+1,030
+45% +$174K 0.4% 50
2019
Q1 		$393K Hold
2,280
– – 0.29% 78
2018
Q4 		$366K Buy
+2,280
New +$386K 0.28% 74

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Advisors's VHT Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.02% in Q1 2026, buying an estimated $286 and bringing the position to 5,001 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #80.

Meridian Wealth Advisors first reported a position in VHT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.54M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Meridian Wealth Advisors held 5,001 shares of Vanguard Health Care ETF worth $1.36M as of Q1 2026.
  • Meridian Wealth Advisors bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.18% of Meridian Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Meridian Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Vanguard Health Care ETF position peaked at $1.54M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.