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

Mutual 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 		$463K Sell
1,702
-110
-6% -$31.4K 0.01% 915
2025
Q4 		$522K Buy
1,812
+34
+2% +$9.5K 0.01% 856
2025
Q3 		$485K Sell
1,778
-131
-7% -$32.9K 0.01% 872
2025
Q2 		$480K Sell
1,909
-3,972
-68% -$982K 0.01% 796
2025
Q1 		$1.48M Sell
5,881
-522
-8% -$139K 0.04% 352
2024
Q4 		$1.67M Sell
6,403
-1,537
-19% -$414K 0.05% 322
2024
Q3 		$2.18M Sell
7,940
-517
-6% -$144K 0.06% 260
2024
Q2 		$2.33M Buy
8,457
+244
+3% +$64K 0.07% 245
2024
Q1 		$2.22M Buy
8,213
+171
+2% +$44.9K 0.07% 248
2023
Q4 		$2.02M Buy
8,042
+271
+3% +$64.2K 0.07% 271
2023
Q3 		$1.83M Sell
7,771
-37
-0.5% -$9.02K 0.07% 275
2023
Q2 		$1.91M Sell
7,808
-141
-2% -$34.3K 0.07% 264
2023
Q1 		$1.9M Sell
7,949
-900
-10% -$217K 0.08% 256
2022
Q4 		$2.2M Sell
8,849
-333
-4% -$80.7K 0.1% 208
2022
Q3 		$2.05M Buy
9,182
+1,228
+15% +$293K 0.11% 185
2022
Q2 		$1.87M Sell
7,954
-762
-9% -$184K 0.12% 186
2022
Q1 		$2.22M Buy
8,716
+355
+4% +$87.7K 0.12% 195
2021
Q4 		$2.23M Sell
8,361
-268
-3% -$68.3K 0.12% 210
2021
Q3 		$2.13M Buy
8,629
+1,195
+16% +$307K 0.13% 202
2021
Q2 		$1.84M Sell
7,434
-252
-3% -$60.2K 0.11% 239
2021
Q1 		$1.76M Sell
7,686
-175
-2% -$40.1K 0.12% 217
2020
Q4 		$1.76M Sell
7,861
-2,199
-22% -$470K 0.13% 186
2020
Q3 		$2.05M Buy
10,060
+3,839
+62% +$777K 0.18% 138
2020
Q2 		$1.2M Buy
6,221
+740
+14% +$139K 0.12% 189
2020
Q1 		$910K Sell
5,481
-16
-0.3% -$2.92K 0.12% 188
2019
Q4 		$1.05M Buy
+5,497
New +$986K 0.11% 224

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

Mutual Advisors's VHT Position: Q1 2026 in Review

Mutual Advisors reduced its Vanguard Health Care ETF (VHT) stake by 6.1% in Q1 2026, selling an estimated $31.4K and leaving 1,702 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #915.

Mutual Advisors first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q2 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Mutual Advisors held 1,702 shares of Vanguard Health Care ETF worth $463K as of Q1 2026.
  • Mutual Advisors sold 110 Vanguard Health Care ETF shares in Q1 2026, an estimated $31.4K.
  • Vanguard Health Care ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #915 holding.
  • Mutual Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's Vanguard Health Care ETF position peaked at $2.33M in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.