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

Soltis 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 		$405K Sell
1,355
-80
-6% -$22.2K 0.02% 410
2026
Q1 		$391K Buy
1,435
+10
+0.7% +$2.86K 0.02% 385
2025
Q4 		$410K Buy
1,425
+323
+29% +$90.2K 0.03% 353
2025
Q3 		$286K Buy
1,102
+289
+36% +$72.5K 0.02% 386
2025
Q2 		$202K Hold
813
– – 0.02% 381
2025
Q1 		$215K Hold
813
– – 0.02% 343
2024
Q4 		$206K Sell
813
-53
-6% -$14.3K 0.02% 351
2024
Q3 		$244K Buy
+866
New +$241K 0.02% 311
2023
Q3 		– Sell
-894
Closed -$219K – 287
2023
Q2 		$219K Buy
+894
New +$217K 0.03% 240

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

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

Soltis Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 5.6% in Q2 2026, selling an estimated $22.2K and leaving 1,355 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #410.

Soltis Investment Advisors first reported a position in VHT in Q2 2023 and has held it in 9 quarters since. The position peaked at $410K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Soltis Investment Advisors held 1,355 shares of Vanguard Health Care ETF worth $405K as of Q2 2026.
  • Soltis Investment Advisors sold 80 Vanguard Health Care ETF shares in Q2 2026, an estimated $22.2K.
  • Vanguard Health Care ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #410 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 9 quarters since.
  • Soltis Investment Advisors's Vanguard Health Care ETF position peaked at $410K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.