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TruWealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

TruWealth 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 		$2.01M Sell
7,396
-407
-5% -$116K 0.1% 82
2025
Q4 		$2.25M Sell
7,803
-325
-4% -$90.8K 0.11% 80
2025
Q3 		$2.11M Sell
8,128
-972
-11% -$244K 0.11% 79
2025
Q2 		$2.26M Sell
9,100
-385
-4% -$95.2K 0.12% 76
2025
Q1 		$2.51M Sell
9,485
-92
-1% -$24.5K 0.15% 66
2024
Q4 		$2.43M Sell
9,577
-169
-2% -$45.5K 0.15% 67
2024
Q3 		$2.75M Hold
9,746
– – 0.17% 62
2024
Q2 		$2.59M Sell
9,746
-266
-3% -$69.7K 0.17% 63
2024
Q1 		$2.71M Buy
10,012
+104
+1% +$27.3K 0.19% 63
2023
Q4 		$2.48M Buy
9,908
+179
+2% +$42.4K 0.19% 55
2023
Q3 		$2.29M Sell
9,729
-25,559
-72% -$6.23M 0.2% 59
2023
Q2 		$8.64M Buy
35,288
+5,539
+19% +$1.35M 0.74% 41
2023
Q1 		$7.09M Buy
29,749
+1,046
+4% +$252K 0.65% 45
2022
Q4 		$7.12M Buy
28,703
+784
+3% +$190K 0.69% 41
2022
Q3 		$6.25M Buy
27,919
+1,737
+7% +$415K 0.66% 38
2022
Q2 		$6.17M Buy
26,182
+1,173
+5% +$283K 0.66% 35
2022
Q1 		$6.36M Sell
25,009
-2,602
-9% -$643K 0.66% 35
2021
Q4 		$7.36M Buy
27,611
+158
+0.6% +$40.3K 0.74% 34
2021
Q3 		$6.79M Sell
27,453
-11,246
-29% -$2.88M 0.76% 36
2021
Q2 		$9.56M Buy
38,699
+3,577
+10% +$855K 1.12% 25
2021
Q1 		$8.03M Buy
35,122
+5,542
+19% +$1.27M 1.09% 27
2020
Q4 		$6.62M Buy
+29,580
New +$6.32M 0.99% 30

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

TruWealth Advisors's VHT Position: Q1 2026 in Review

TruWealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 5.2% in Q1 2026, selling an estimated $116K and leaving 7,396 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #82.

TruWealth Advisors first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.56M in Q2 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • TruWealth Advisors held 7,396 shares of Vanguard Health Care ETF worth $2.01M as of Q1 2026.
  • TruWealth Advisors sold 407 Vanguard Health Care ETF shares in Q1 2026, an estimated $116K.
  • Vanguard Health Care ETF made up 0.1% of TruWealth Advisors's portfolio in Q1 2026, its #82 holding.
  • TruWealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard Health Care ETF position peaked at $9.56M in Q2 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.