Valley National Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Valley National Advisers’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	$10.8K	Sell	36 -95	-73%	-$26.4K	﹤0.01%	612
2026 Q1	$35K	Hold	131	–	–	﹤0.01%	436
2025 Q4	$37K	Buy	131 +95	+264%	+$26.5K	0.01%	431
2025 Q3	$9K	Sell	36 -95	-73%	-$23.8K	﹤0.01%	593
2025 Q2	$32K	Hold	131	–	–	0.01%	426
2025 Q1	$34K	Hold	131	–	–	0.01%	422
2024 Q4	$33K	Hold	131	–	–	0.01%	393
2024 Q3	$36K	Hold	131	–	–	0.01%	383
2024 Q2	$34K	Sell	131 -48	-27%	-$12.6K	0.01%	446
2024 Q1	$48K	Hold	179	–	–	0.01%	406
2023 Q4	$44K	Hold	179	–	–	0.01%	420
2023 Q3	$42K	Hold	179	–	–	0.01%	407
2023 Q2	$44K	Hold	179	–	–	0.01%	406
2023 Q1	$45K	Hold	179	–	–	0.01%	399
2022 Q4	$44K	Hold	179	–	–	0.01%	395
2022 Q3	$42K	Hold	179	–	–	0.01%	391
2022 Q2	$43K	Hold	179	–	–	0.01%	369
2022 Q1	$46K	Hold	179	–	–	0.01%	383
2021 Q4	$48K	Hold	179	–	–	0.01%	372
2021 Q3	$44K	Hold	179	–	–	0.01%	355
2021 Q2	$44K	Hold	179	–	–	0.01%	358
2021 Q1	$41K	Buy	179 +143	+397%	+$32.8K	0.01%	351
2020 Q4	$8K	Hold	36	–	–	﹤0.01%	556
2020 Q3	$7K	Hold	36	–	–	﹤0.01%	524
2020 Q2	$7K	Buy	+36	New	+$6.75K	﹤0.01%	524
2017 Q1	–	Sell	-425	Closed	-$54K	–	677
2016 Q4	$54K	Hold	425	–	–	0.02%	246
2016 Q3	$56K	Hold	425	–	–	0.03%	219
2016 Q2	$55K	Hold	425	–	–	0.03%	223
2016 Q1	$52K	Hold	425	–	–	0.03%	227
2015 Q4	$56K	Hold	425	–	–	0.03%	214
2015 Q3	$52K	Buy	425 +213	+100%	+$29.2K	0.03%	223
2015 Q2	$30K	Sell	212 -213	-50%	-$29.4K	0.02%	264
2015 Q1	$58K	Buy	+425	New	+$56K	0.03%	212

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley National Advisers's VHT Position: Q2 2026 in Review

Valley National Advisers reduced its Vanguard Health Care ETF (VHT) stake by 73% in Q2 2026, selling an estimated $26.4K and leaving 36 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Valley National Advisers first reported a position in VHT in Q1 2015 and has held it in 33 quarters since. The position peaked at $58K in Q1 2015. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Valley National Advisers held 36 shares of Vanguard Health Care ETF worth $10.8K as of Q2 2026.
Valley National Advisers sold 95 Vanguard Health Care ETF shares in Q2 2026, an estimated $26.4K.
Vanguard Health Care ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #612 holding.
Valley National Advisers first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 33 quarters since.
Valley National Advisers's Vanguard Health Care ETF position peaked at $58K in Q1 2015.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.