Perennial Advisors
VHT icon

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

Perennial 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
Q3 		$2.58M Buy
8,173
+2,087
+34% +$654K 0.39% 63
2026
Q2 		$1.82M Buy
6,086
+4,688
+335% +$1.3M 0.28% 72
2026
Q1 		$381K Buy
+1,398
New +$400K 0.06% 95

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Perennial Advisors's VHT Position: Q3 2026 in Review

Perennial Advisors increased its Vanguard Health Care ETF (VHT) stake by 34% in Q3 2026, buying an estimated $654K and bringing the position to 8,173 shares worth $2.58M. The position accounts for 0.39% of the portfolio, ranked #63.

Perennial Advisors first reported a position in VHT in Q1 2026 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Perennial Advisors held 8,173 shares of Vanguard Health Care ETF worth $2.58M as of Q3 2026.
  • Perennial Advisors bought 2,087 Vanguard Health Care ETF shares in Q3 2026, an estimated $654K.
  • Vanguard Health Care ETF made up 0.39% of Perennial Advisors's portfolio in Q3 2026, its #63 holding.
  • Perennial Advisors first reported a position in Vanguard Health Care ETF in Q1 2026 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.