WA
VHT icon

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
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 $1.37T 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

Waverly Advisors's VHT Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2026, selling an estimated $814K and leaving 23,580 shares worth $6.42M. The position accounts for 0.05% of the portfolio, ranked #347.

Waverly Advisors first reported a position in VHT in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.45M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Waverly Advisors held 23,580 shares of Vanguard Health Care ETF worth $6.42M as of Q1 2026.
  • Waverly Advisors sold 2,849 Vanguard Health Care ETF shares in Q1 2026, an estimated $814K.
  • Vanguard Health Care ETF made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #347 holding.
  • Waverly Advisors first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Vanguard Health Care ETF position peaked at $9.45M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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