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

United Capital 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
Q1 		$1.05M Sell
3,863
-100
-3% -$28.6K 0.01% 740
2025
Q4 		$1.14M Buy
3,963
+2,612
+193% +$730K 0.01% 690
2025
Q3 		$351K Buy
1,351
+334
+33% +$83.8K ﹤0.01% 973
2025
Q2 		$253K Buy
1,017
+21
+2% +$5.19K ﹤0.01% 979
2025
Q1 		$264K Sell
996
-173
-15% -$46.1K ﹤0.01% 930
2024
Q4 		$296K Buy
+1,169
New +$315K ﹤0.01% 884
2023
Q4 		– Sell
-1,116
Closed -$262K – 1126
2023
Q3 		$262K Sell
1,116
-2,901
-72% -$707K ﹤0.01% 751
2023
Q2 		$984K Sell
4,017
-852
-17% -$207K 0.01% 552
2023
Q1 		$1.16M Sell
4,869
-6,839
-58% -$1.65M 0.01% 541
2022
Q4 		$2.9M Buy
11,708
+2,244
+24% +$544K 0.02% 413
2022
Q3 		$2.12M Buy
9,464
+165
+2% +$39.4K 0.01% 464
2022
Q2 		$2.19M Sell
9,299
-192
-2% -$46.3K 0.01% 472
2022
Q1 		$2.41M Sell
9,491
-729
-7% -$180K 0.01% 483
2021
Q4 		$2.72M Buy
10,220
+1,513
+17% +$386K 0.01% 480
2021
Q3 		$2.15M Buy
8,707
+198
+2% +$50.8K 0.01% 511
2021
Q2 		$2.1M Sell
8,509
-357
-4% -$85.3K 0.01% 528
2021
Q1 		$2.03M Buy
8,866
+233
+3% +$53.4K 0.01% 506
2020
Q4 		$1.93M Sell
8,633
-752
-8% -$161K 0.01% 515
2020
Q3 		$1.92M Sell
9,385
-99
-1% -$20K 0.01% 508
2020
Q2 		$1.83M Buy
9,484
+1,081
+13% +$203K 0.01% 539
2020
Q1 		$1.4M Sell
8,403
-342
-4% -$62.5K 0.01% 563
2019
Q4 		$1.68M Buy
8,745
+959
+12% +$172K 0.01% 635
2019
Q3 		$1.31M Buy
7,786
+5,851
+302% +$1M 0.01% 675
2019
Q2 		$337K Sell
1,935
-261
-12% -$44.1K ﹤0.01% 1169
2019
Q1 		$379K Sell
2,196
-873
-28% -$148K ﹤0.01% 1060
2018
Q4 		$493K Sell
3,069
-140
-4% -$23.7K ﹤0.01% 924
2018
Q3 		$579K Sell
3,209
-45
-1% -$7.74K ﹤0.01% 932
2018
Q2 		$518K Sell
3,254
-541
-14% -$85.2K ﹤0.01% 934
2018
Q1 		$583K Sell
3,795
-235
-6% -$37.5K ﹤0.01% 923
2017
Q4 		$626K Sell
4,030
-1,438
-26% -$221K ﹤0.01% 901
2017
Q3 		$833K Sell
5,468
-816
-13% -$122K 0.01% 821
2017
Q2 		$926K Sell
6,284
-1,646
-21% -$233K 0.01% 785
2017
Q1 		$1.09M Sell
7,930
-681
-8% -$91.7K 0.01% 719
2016
Q4 		$1.09M Sell
8,611
-2,118
-20% -$270K 0.01% 735
2016
Q3 		$1.43M Buy
10,729
+8,011
+295% +$1.08M 0.01% 678
2016
Q2 		$353K Sell
2,718
-22
-0.8% -$2.82K ﹤0.01% 1001
2016
Q1 		$338K Sell
2,740
-14
-0.5% -$1.7K ﹤0.01% 976
2015
Q4 		$366K Sell
2,754
-379
-12% -$49.4K ﹤0.01% 964
2015
Q3 		$384K Buy
3,133
+571
+22% +$78.3K ﹤0.01% 976
2015
Q2 		$359K Buy
+2,562
New +$354K ﹤0.01% 1025
2014
Q2 		– Sell
-4,805
Closed -$514K – 933
2014
Q1 		$514K Sell
4,805
-1,228
-20% -$130K 0.01% 630
2013
Q4 		$610K Sell
6,033
-1,121
-16% -$110K 0.02% 406
2013
Q3 		$666K Hold
7,154
– – 0.02% 400
2013
Q2 		$618K Buy
+7,154
New +$617K 0.02% 475

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

United Capital Financial Advisors's VHT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 2.5% in Q1 2026, selling an estimated $28.6K and leaving 3,863 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #740.

United Capital Financial Advisors first reported a position in VHT in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.9M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • United Capital Financial Advisors held 3,863 shares of Vanguard Health Care ETF worth $1.05M as of Q1 2026.
  • United Capital Financial Advisors sold 100 Vanguard Health Care ETF shares in Q1 2026, an estimated $28.6K.
  • Vanguard Health Care ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #740 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Vanguard Health Care ETF position peaked at $2.9M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.