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Mount Yale Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Mount Yale Investment 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 		$876K Buy
+3,217
New +$920K 0.02% 555
2025
Q3 		– Sell
-948
Closed -$235K – 1564
2025
Q2 		$235K Hold
948
– – 0.02% 522
2025
Q1 		$251K Hold
948
– – 0.02% 474
2024
Q4 		$240K Hold
948
– – 0.02% 496
2024
Q3 		$268K Buy
+948
New +$263K 0.03% 471

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

Mount Yale Investment Advisors's VHT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q1 2026: 3,217 shares worth $876K. The stake represents 0.02% of the portfolio and ranks #555 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VHT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VHT in Q3 2024 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Mount Yale Investment Advisors held 3,217 shares of Vanguard Health Care ETF worth $876K as of Q1 2026.
  • Vanguard Health Care ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #555 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.