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

Octavia 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
Q2 		$312K Sell
1,042
-86
-8% -$23.9K 0.03% 172
2026
Q1 		$307K Sell
1,128
-46
-4% -$13.2K 0.03% 181
2025
Q4 		$338K Sell
1,174
-53
-4% -$14.8K 0.03% 173
2025
Q3 		$319K Sell
1,227
-9
-0.7% -$2.26K 0.03% 187
2025
Q2 		$307K Sell
1,236
-216
-15% -$53.4K 0.03% 161
2025
Q1 		$384K Hold
1,452
– – 0.05% 144
2024
Q4 		$368K Hold
1,452
– – 0.04% 144
2024
Q3 		$411K Sell
1,452
-43
-3% -$11.9K 0.05% 138
2024
Q2 		$399K Sell
1,495
-8
-0.5% -$2.1K 0.05% 140
2024
Q1 		$407K Sell
1,503
-280
-16% -$73.6K 0.06% 139
2023
Q4 		$447K Buy
1,783
+249
+16% +$59K 0.08% 128
2023
Q3 		$362K Sell
1,534
-232
-13% -$56.6K 0.07% 123
2023
Q2 		$434K Buy
1,766
+46
+3% +$11.2K 0.09% 109
2023
Q1 		$410K Sell
1,720
-69
-4% -$16.6K 0.09% 104
2022
Q4 		$444K Sell
1,789
-50
-3% -$12.1K 0.11% 96
2022
Q3 		$413K Sell
1,839
-67
-4% -$16K 0.11% 98
2022
Q2 		$448K Buy
1,906
+1
+0.1% +$241 0.12% 99
2022
Q1 		$485K Sell
1,905
-101
-5% -$25K 0.11% 102
2021
Q4 		$534K Buy
2,006
+6
+0.3% +$1.53K 0.12% 98
2021
Q3 		$495K Hold
2,000
– – 0.13% 95
2021
Q2 		$494K Sell
2,000
-96
-5% -$22.9K 0.13% 96
2021
Q1 		$479K Sell
2,096
-4
-0.2% -$917 0.14% 94
2020
Q4 		$470K Buy
+2,100
New +$449K 0.15% 97

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Octavia Wealth Advisors's VHT Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 7.6% in Q2 2026, selling an estimated $23.9K and leaving 1,042 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #172.

Octavia Wealth Advisors first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $534K in Q4 2021. 250 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Octavia Wealth Advisors held 1,042 shares of Vanguard Health Care ETF worth $312K as of Q2 2026.
  • Octavia Wealth Advisors sold 86 Vanguard Health Care ETF shares in Q2 2026, an estimated $23.9K.
  • Vanguard Health Care ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Vanguard Health Care ETF position peaked at $534K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.