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

SOA 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
Q2 		$80.3K Buy
269
+1
+0.4% +$278 0.01% 312
2026
Q1 		$72.9K Buy
268
+1
+0.4% +$286 0.01% 308
2025
Q4 		$76.8K Buy
267
+2
+0.8% +$559 0.01% 306
2025
Q3 		$68.8K Sell
265
-220
-45% -$55.2K 0.01% 333
2025
Q2 		$121K Buy
485
+2
+0.4% +$494 0.02% 258
2025
Q1 		$128K Sell
483
-28
-5% -$7.46K 0.03% 235
2024
Q4 		$130K Sell
511
-25
-5% -$6.74K 0.02% 226
2024
Q3 		$151K Buy
536
+1
+0.2% +$278 0.03% 210
2024
Q2 		$142K Hold
535
– – 0.03% 212
2024
Q1 		$145K Buy
535
+2
+0.4% +$525 0.03% 209
2023
Q4 		$134K Buy
533
+3
+0.6% +$711 0.03% 210
2023
Q3 		$125K Buy
530
+2
+0.4% +$488 0.03% 207
2023
Q2 		$129K Sell
528
-138
-21% -$33.6K 0.03% 207
2023
Q1 		$159K Hold
666
– – 0.04% 180
2022
Q4 		$165K Sell
666
-19
-3% -$4.61K 0.04% 168
2022
Q3 		$153K Buy
685
+406
+146% +$96.9K 0.05% 163
2022
Q2 		$65K Buy
279
+83
+42% +$20K 0.02% 238
2022
Q1 		$49K Hold
196
– – 0.01% 316
2021
Q4 		$52K Hold
196
– – 0.01% 294
2021
Q3 		$48K Buy
196
+15
+8% +$3.85K 0.01% 313
2021
Q2 		$44K Buy
181
+54
+43% +$12.9K 0.01% 321
2021
Q1 		$29K Buy
127
+37
+41% +$8.49K 0.01% 343
2020
Q4 		$21K Buy
+90
New +$19.2K 0.01% 397

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

SOA Wealth Advisors's VHT Position: Q2 2026 in Review

SOA Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.37% in Q2 2026, buying an estimated $278 and bringing the position to 269 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #312.

SOA Wealth Advisors first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $165K in Q4 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • SOA Wealth Advisors held 269 shares of Vanguard Health Care ETF worth $80.3K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
  • Vanguard Health Care ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard Health Care ETF position peaked at $165K in Q4 2022.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.