RWA
VHT icon

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

River 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
Q1 		$380K Buy
1,394
+181
+15% +$51.7K 0.04% 164
2025
Q4 		$349K Hold
1,213
– – 0.04% 169
2025
Q3 		$315K Sell
1,213
-178
-13% -$44.7K 0.04% 179
2025
Q2 		$345K Sell
1,391
-38
-3% -$9.39K 0.04% 171
2025
Q1 		$378K Sell
1,429
-47
-3% -$12.5K 0.05% 161
2024
Q4 		$375K Sell
1,476
-76
-5% -$20.5K 0.05% 171
2024
Q3 		$438K Sell
1,552
-19
-1% -$5.28K 0.06% 155
2024
Q2 		$418K Sell
1,571
-163
-9% -$42.7K 0.06% 148
2024
Q1 		$469K Buy
1,734
+180
+12% +$47.3K 0.07% 144
2023
Q4 		$390K Sell
1,554
-7
-0.4% -$1.66K 0.06% 153
2023
Q3 		$367K Sell
1,561
-201
-11% -$49K 0.07% 155
2023
Q2 		$431K Sell
1,762
-31
-2% -$7.54K 0.07% 154
2023
Q1 		$428K Sell
1,793
-38
-2% -$9.14K 0.08% 155
2022
Q4 		$454K Sell
1,831
-248
-12% -$60.1K 0.09% 153
2022
Q3 		$465K Sell
2,079
-106
-5% -$25.3K 0.1% 141
2022
Q2 		$515K Buy
2,185
+500
+30% +$121K 0.09% 147
2022
Q1 		$429K Hold
1,685
– – 0.07% 161
2021
Q4 		$449K Hold
1,685
– – 0.07% 160
2021
Q3 		$416K Hold
1,685
– – 0.07% 163
2021
Q2 		$416K Hold
1,685
– – 0.07% 163
2021
Q1 		$385K Hold
1,685
– – 0.07% 168
2020
Q4 		$377K Hold
1,685
– – 0.08% 160
2020
Q3 		$344K Sell
1,685
-140
-8% -$28.3K 0.09% 156
2020
Q2 		$352K Hold
1,825
– – 0.11% 140
2020
Q1 		$303K Hold
1,825
– – 0.12% 131
2019
Q4 		$350K Hold
1,825
– – 0.12% 135
2019
Q3 		$306K Hold
1,825
– – 0.12% 140
2019
Q2 		$317K Buy
1,825
+635
+53% +$107K 0.12% 138
2019
Q1 		$205K Buy
1,190
+140
+13% +$23.7K 0.09% 150
2018
Q4 		$169K Hold
1,050
– – 0.08% 158
2018
Q3 		$189K Hold
1,050
– – 0.07% 166
2018
Q2 		$167K Buy
+1,050
New +$165K 0.07% 172

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's VHT Position: Q1 2026 in Review

River Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 15% in Q1 2026, buying an estimated $51.7K and bringing the position to 1,394 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #164.

River Wealth Advisors first reported a position in VHT in Q2 2018 and has held it in 32 quarters since. The position peaked at $515K in Q2 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • River Wealth Advisors held 1,394 shares of Vanguard Health Care ETF worth $380K as of Q1 2026.
  • River Wealth Advisors bought 181 Vanguard Health Care ETF shares in Q1 2026, an estimated $51.7K.
  • Vanguard Health Care ETF made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • River Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2018 and has held it in 32 quarters since.
  • River Wealth Advisors's Vanguard Health Care ETF position peaked at $515K in Q2 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.