Verdence Capital Advisors
VHT icon

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

Verdence Capital 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
Q3 		$835K Buy
2,642
+1,218
+86% +$382K 0.04% 381
2026
Q2 		$426K Sell
1,424
-7
-0.5% -$1.95K 0.02% 473
2026
Q1 		$390K Sell
1,431
-6
-0.4% -$1.72K 0.02% 475
2025
Q4 		$414K Sell
1,437
-11
-0.8% -$3.07K 0.02% 473
2025
Q3 		$396K Buy
1,448
+53
+4% +$13.3K 0.02% 515
2025
Q2 		$346K Sell
1,395
-744
-35% -$184K 0.02% 516
2025
Q1 		$566K Sell
2,139
-1
-0% -$266 0.04% 348
2024
Q4 		$543K Hold
2,140
– – 0.04% 344
2024
Q3 		$604K Buy
2,140
+12
+0.6% +$3.33K 0.05% 336
2024
Q2 		$566K Hold
2,128
– – 0.05% 329
2024
Q1 		$576K Hold
2,128
– – 0.05% 329
2023
Q4 		$533K Sell
2,128
-1,370
-39% -$324K 0.05% 325
2023
Q3 		$822K Buy
3,498
+1,332
+61% +$325K 0.09% 236
2023
Q2 		$530K Buy
2,166
+38
+2% +$9.24K 0.06% 306
2023
Q1 		$507K Sell
2,128
-314
-13% -$75.6K 0.06% 305
2022
Q4 		$606K Buy
+2,442
New +$592K 0.07% 247

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Verdence Capital Advisors's VHT Position: Q3 2026 in Review

Verdence Capital Advisors increased its Vanguard Health Care ETF (VHT) stake by 86% in Q3 2026, buying an estimated $382K and bringing the position to 2,642 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #381.

Verdence Capital Advisors first reported a position in VHT in Q4 2022 and has held it in 16 quarters since. 896 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Verdence Capital Advisors held 2,642 shares of Vanguard Health Care ETF worth $835K as of Q3 2026.
  • Verdence Capital Advisors bought 1,218 Vanguard Health Care ETF shares in Q3 2026, an estimated $382K.
  • Vanguard Health Care ETF made up 0.04% of Verdence Capital Advisors's portfolio in Q3 2026, its #381 holding.
  • Verdence Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 16 quarters since.
  • 896 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Verdence Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.