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Realta Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Realta Investment 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 		$8.37K Buy
+28
New +$7.78K ﹤0.01% 323
2024
Q2 		– Sell
-410
Closed -$111K – 828
2024
Q1 		$111K Sell
410
-2,944
-88% -$773K 0.02% 467
2023
Q4 		$841K Sell
3,354
-5,182
-61% -$1.23M 0.19% 138
2023
Q3 		$2.09M Hold
8,536
– – 0.48% 37
2023
Q2 		$2.09M Sell
8,536
-9
-0.1% -$2.19K 0.46% 39
2023
Q1 		$2.04M Buy
8,545
+124
+1% +$29.8K 0.5% 41
2022
Q4 		$2.09M Sell
8,421
-57
-0.7% -$13.8K 0.51% 42
2022
Q3 		$1.9M Buy
8,478
+440
+5% +$105K 0.5% 40
2022
Q2 		$1.92M Buy
8,038
+2,533
+46% +$611K 0.47% 44
2022
Q1 		$1.4M Sell
5,505
-842
-13% -$208K 0.28% 81
2021
Q4 		$1.69M Buy
6,347
+239
+4% +$60.9K 0.37% 56
2021
Q3 		$1.51M Buy
6,108
+77
+1% +$19.8K 0.36% 56
2021
Q2 		$1.49M Buy
6,031
+407
+7% +$97.3K 0.35% 61
2021
Q1 		$1.29M Buy
5,624
+4,124
+275% +$946K 0.34% 69
2020
Q4 		$336K Buy
+1,500
New +$321K 0.1% 234

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Realta Investment Advisors's VHT Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 28 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in VHT as recently as Q1 2024.

Realta Investment Advisors first reported a position in VHT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.09M in Q3 2023. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Realta Investment Advisors held 28 shares of Vanguard Health Care ETF worth $8.37K as of Q2 2026.
  • Vanguard Health Care ETF was a new Realta Investment Advisors position in Q2 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Realta Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 15 quarters since.
  • Realta Investment Advisors's Vanguard Health Care ETF position peaked at $2.09M in Q3 2023.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.