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Visionary Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Visionary Wealth 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 		$3.62M Buy
13,307
+6,246
+88% +$1.79M 0.16% 145
2025
Q4 		$2.03M Buy
7,061
+1,419
+25% +$396K 0.09% 195
2025
Q3 		$1.46M Sell
5,642
-5,695
-50% -$1.43M 0.07% 234
2025
Q2 		$2.82M Buy
11,337
+3,526
+45% +$871K 0.14% 162
2025
Q1 		$2.07M Buy
7,811
+5,365
+219% +$1.43M 0.12% 165
2024
Q4 		$621K Sell
2,446
-13,001
-84% -$3.5M 0.04% 322
2024
Q3 		$4.36M Sell
15,447
-531
-3% -$147K 0.27% 98
2024
Q2 		$4.25M Sell
15,978
-664
-4% -$174K 0.28% 94
2024
Q1 		$4.5M Sell
16,642
-3,030
-15% -$796K 0.3% 90
2023
Q4 		$4.93M Sell
19,672
-2,115
-10% -$501K 0.36% 77
2023
Q3 		$5.12M Sell
21,787
-6,833
-24% -$1.67M 0.42% 67
2023
Q2 		$7.01M Buy
28,620
+3,673
+15% +$894K 0.56% 42
2023
Q1 		$5.95M Buy
24,947
+2,755
+12% +$663K 0.5% 54
2022
Q4 		$5.5M Sell
22,192
-3,110
-12% -$754K 0.51% 60
2022
Q3 		$5.66M Buy
25,302
+1,315
+5% +$314K 0.59% 43
2022
Q2 		$5.65M Buy
23,987
+957
+4% +$231K 0.51% 52
2022
Q1 		$5.86M Buy
23,030
+21,645
+1,563% +$5.35M 0.47% 55
2021
Q4 		$369K Buy
1,385
+12
+0.9% +$3.06K 0.03% 266
2021
Q3 		$339K Hold
1,373
– – 0.03% 233
2021
Q2 		$339K Buy
1,373
+2
+0.1% +$478 0.03% 250
2021
Q1 		$314K Sell
1,371
-294
-18% -$67.4K 0.03% 246
2020
Q4 		$372K Buy
1,665
+3
+0.2% +$641 0.04% 211
2020
Q3 		$339K Buy
1,662
+3
+0.2% +$607 0.05% 182
2020
Q2 		$319K Buy
1,659
+45
+3% +$8.44K 0.05% 173
2020
Q1 		$268K Sell
1,614
-20
-1% -$3.65K 0.05% 161
2019
Q4 		$313K Buy
+1,634
New +$293K 0.06% 160

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

Visionary Wealth Advisors's VHT Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 88% in Q1 2026, buying an estimated $1.79M and bringing the position to 13,307 shares worth $3.62M. The position accounts for 0.16% of the portfolio, ranked #145.

Visionary Wealth Advisors first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.01M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Visionary Wealth Advisors held 13,307 shares of Vanguard Health Care ETF worth $3.62M as of Q1 2026.
  • Visionary Wealth Advisors bought 6,246 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.79M.
  • Vanguard Health Care ETF made up 0.16% of Visionary Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Vanguard Health Care ETF position peaked at $7.01M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.