Olistico Wealth
VHT icon

Olistico Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Olistico Wealth’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
Q3 		$955K Buy
3,021
+2
+0.1% +$627 0.4% 51
2026
Q2 		$903K Sell
3,019
-325
-10% -$90.4K 0.39% 54
2026
Q1 		$911K Sell
3,344
-72
-2% -$20.6K 0.45% 52
2025
Q4 		$983K Buy
3,416
+18
+0.5% +$5.03K 0.48% 43
2025
Q3 		$882K Sell
3,398
-1,207
-26% -$303K 0.47% 45
2025
Q2 		$1.14M Sell
4,605
-137
-3% -$33.9K 0.63% 35
2025
Q1 		$1.26M Sell
4,742
-750
-14% -$200K 0.78% 28
2024
Q4 		$1.39M Sell
5,492
-207
-4% -$55.8K 0.81% 27
2024
Q3 		$1.61M Sell
5,699
-480
-8% -$133K 0.98% 22
2024
Q2 		$1.64M Sell
6,179
-28
-0.5% -$7.34K 1.05% 20
2024
Q1 		$1.68M Buy
6,207
+31
+0.5% +$8.14K 1.21% 19
2023
Q4 		$1.55M Sell
6,176
-1,025
-14% -$243K 1.21% 18
2023
Q3 		$1.69M Buy
7,201
+55
+0.8% +$13.4K 1.51% 14
2023
Q2 		$1.75M Buy
7,146
+68
+1% +$16.5K 1.5% 15
2023
Q1 		$1.69M Buy
7,078
+1,908
+37% +$459K 1.62% 13
2022
Q4 		$1.28M Buy
+5,170
New +$1.25M 1.39% 14

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Olistico Wealth's VHT Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Health Care ETF (VHT) stake by 0.07% in Q3 2026, buying an estimated $627 and bringing the position to 3,021 shares worth $955K. The position accounts for 0.4% of the portfolio, ranked #51.

Olistico Wealth first reported a position in VHT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.75M in Q2 2023. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Olistico Wealth held 3,021 shares of Vanguard Health Care ETF worth $955K as of Q3 2026.
  • Olistico Wealth bought 2 Vanguard Health Care ETF shares in Q3 2026, an estimated $627.
  • Vanguard Health Care ETF made up 0.4% of Olistico Wealth's portfolio in Q3 2026, its #51 holding.
  • Olistico Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Vanguard Health Care ETF position peaked at $1.75M in Q2 2023.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.