OHWA
VHT icon

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

Oak Hill 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
2024
Q4 		– Sell
-863
Closed -$244K – 229
2024
Q3 		$244K Buy
+863
New +$240K 0.06% 105
2024
Q2 		– Sell
-919
Closed -$249K – 204
2024
Q1 		$249K Buy
+919
New +$241K 0.08% 97

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oak Hill Wealth Advisors's VHT Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2025 at 863 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #135.

Oak Hill Wealth Advisors first reported a position in VHT in Q4 2022 and has held it in 10 quarters since. The position peaked at $244K in Q2 2024. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Oak Hill Wealth Advisors held 863 shares of Vanguard Health Care ETF worth $224K as of Q3 2025.
  • Oak Hill Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2025.
  • Vanguard Health Care ETF made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #135 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Vanguard Health Care ETF position peaked at $244K in Q2 2024.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.