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

Waverly 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
Q2 		$8.35M Buy
27,939
+4,359
+18% +$1.21M 0.05% 328
2026
Q1 		$6.42M Sell
23,580
-2,849
-11% -$814K 0.05% 347
2025
Q4 		$7.61M Sell
26,429
-7,000
-21% -$1.96M 0.06% 292
2025
Q3 		$8.68M Sell
33,429
-4,643
-12% -$1.16M 0.09% 216
2025
Q2 		$9.45M Buy
38,072
+25,120
+194% +$6.21M 0.1% 197
2025
Q1 		$3.43M Buy
12,952
+4,804
+59% +$1.28M 0.04% 361
2024
Q4 		$2.07M Sell
8,148
-134
-2% -$36.1K 0.03% 383
2024
Q3 		$2.34M Buy
8,282
+110
+1% +$30.6K 0.04% 303
2024
Q2 		$2.17M Sell
8,172
-102
-1% -$26.7K 0.04% 302
2024
Q1 		$2.24M Buy
8,274
+6,975
+537% +$1.83M 0.05% 242
2023
Q4 		$326K Sell
1,299
-193
-13% -$45.7K 0.01% 346
2023
Q3 		$351K Buy
+1,492
New +$364K 0.02% 302

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors's VHT Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Health Care ETF (VHT) stake by 18% in Q2 2026, buying an estimated $1.21M and bringing the position to 27,939 shares worth $8.35M. The position accounts for 0.05% of the portfolio, ranked #328.

Waverly Advisors first reported a position in VHT in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.45M in Q2 2025. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Waverly Advisors held 27,939 shares of Vanguard Health Care ETF worth $8.35M as of Q2 2026.
  • Waverly Advisors bought 4,359 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Health Care ETF made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #328 holding.
  • Waverly Advisors first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Vanguard Health Care ETF position peaked at $9.45M in Q2 2025.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.