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Sequoia Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Sequoia Financial 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 		$4.46M Sell
14,901
-1,794
-11% -$499K 0.02% 374
2026
Q1 		$4.55M Sell
16,695
-415
-2% -$119K 0.03% 343
2025
Q4 		$4.93M Sell
17,110
-634
-4% -$177K 0.03% 331
2025
Q3 		$4.61M Sell
17,744
-1,265
-7% -$317K 0.03% 317
2025
Q2 		$4.72M Sell
19,009
-1,939
-9% -$479K 0.03% 289
2025
Q1 		$5.55M Sell
20,948
-925
-4% -$246K 0.04% 254
2024
Q4 		$5.55M Buy
21,873
+5,030
+30% +$1.36M 0.05% 243
2024
Q3 		$4.75M Sell
16,843
-790
-4% -$219K 0.05% 219
2024
Q2 		$4.69M Buy
17,633
+955
+6% +$250K 0.06% 200
2024
Q1 		$4.51M Buy
16,678
+523
+3% +$137K 0.06% 207
2023
Q4 		$4.05M Buy
16,155
+1,496
+10% +$354K 0.05% 237
2023
Q3 		$3.45M Sell
14,659
-1,141
-7% -$278K 0.06% 183
2023
Q2 		$3.87M Sell
15,800
-1,894
-11% -$461K 0.07% 182
2023
Q1 		$4.22M Sell
17,694
-1,016
-5% -$244K 0.09% 152
2022
Q4 		$4.64M Sell
18,710
-2,440
-12% -$592K 0.11% 140
2022
Q3 		$4.73M Sell
21,150
-3,544
-14% -$846K 0.15% 119
2022
Q2 		$5.82M Sell
24,694
-2,458
-9% -$592K 0.16% 105
2022
Q1 		$6.91M Buy
27,152
+447
+2% +$110K 0.17% 104
2021
Q4 		$7.12M Buy
26,705
+22,805
+585% +$5.82M 0.19% 93
2021
Q3 		$964K Sell
3,900
-20,656
-84% -$5.3M 0.1% 108
2021
Q2 		$6.07M Buy
24,556
+2,052
+9% +$490K 0.22% 83
2021
Q1 		$5.15M Buy
22,504
+2,653
+13% +$608K 0.22% 71
2020
Q4 		$4.44M Buy
19,851
+4,448
+29% +$951K 0.2% 71
2020
Q3 		$3.14M Buy
15,403
+6,287
+69% +$1.27M 0.17% 81
2020
Q2 		$1.76M Buy
9,116
+2,861
+46% +$537K 0.1% 101
2020
Q1 		$1.04M Buy
6,255
+102
+2% +$18.6K 0.08% 117
2019
Q4 		$1.18M Sell
6,153
-986
-14% -$177K 0.07% 132
2019
Q3 		$1.2M Sell
7,139
-726
-9% -$124K 0.09% 119
2019
Q2 		$1.37M Buy
7,865
+1,501
+24% +$253K 0.1% 107
2019
Q1 		$1.1M Buy
6,364
+2,977
+88% +$505K 0.09% 115
2018
Q4 		$544K Buy
+3,387
New +$574K 0.06% 141

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

Sequoia Financial Advisors's VHT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q2 2026, selling an estimated $499K and leaving 14,901 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #374.

Sequoia Financial Advisors first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.12M in Q4 2021. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Sequoia Financial Advisors held 14,901 shares of Vanguard Health Care ETF worth $4.46M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,794 Vanguard Health Care ETF shares in Q2 2026, an estimated $499K.
  • Vanguard Health Care ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #374 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • Sequoia Financial Advisors's Vanguard Health Care ETF position peaked at $7.12M in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.