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Wealth Alliance’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Alliance’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 		$556K Sell
2,043
-10
-0.5% -$2.86K 0.05% 271
2025
Q4 		$591K Sell
2,053
-383
-16% -$107K 0.06% 270
2025
Q3 		$632K Sell
2,436
-29
-1% -$7.28K 0.07% 254
2025
Q2 		$612K Buy
2,465
+66
+3% +$16.3K 0.07% 253
2025
Q1 		$635K Buy
2,399
+87
+4% +$23.2K 0.08% 230
2024
Q4 		$587K Buy
2,312
+7
+0.3% +$1.89K 0.07% 232
2024
Q3 		$650K Buy
2,305
+4
+0.2% +$1.11K 0.08% 224
2024
Q2 		$612K Buy
2,301
+29
+1% +$7.6K 0.08% 224
2024
Q1 		$615K Sell
2,272
-10
-0.4% -$2.63K 0.08% 234
2023
Q4 		$572K Sell
2,282
-10
-0.4% -$2.37K 0.08% 233
2023
Q3 		$539K Buy
2,292
+16
+0.7% +$3.9K 0.09% 226
2023
Q2 		$557K Sell
2,276
-167
-7% -$40.6K 0.08% 234
2023
Q1 		$582K Sell
2,443
-9
-0.4% -$2.17K 0.09% 216
2022
Q4 		$608K Buy
2,452
+1
+0% +$242 0.11% 205
2022
Q3 		$548K Sell
2,451
-171
-7% -$40.8K 0.11% 199
2022
Q2 		$618K Buy
2,622
+176
+7% +$42.4K 0.12% 182
2022
Q1 		$622K Buy
2,446
+41
+2% +$10.1K 0.13% 176
2021
Q4 		$641K Buy
2,405
+1
+0% +$255 0.13% 179
2021
Q3 		$594K Sell
2,404
-4
-0.2% -$1.03K 0.13% 173
2021
Q2 		$595K Buy
2,408
+536
+29% +$128K 0.14% 173
2021
Q1 		$428K Sell
1,872
-603
-24% -$138K 0.12% 205
2020
Q4 		$554K Hold
2,475
– – 0.16% 157
2020
Q3 		$505K Hold
2,475
– – 0.18% 142
2020
Q2 		$477K Sell
2,475
-226
-8% -$42.4K 0.19% 136
2020
Q1 		$449K Buy
+2,701
New +$493K 0.24% 113

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

Wealth Alliance's VHT Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard Health Care ETF (VHT) stake by 0.49% in Q1 2026, selling an estimated $2.86K and leaving 2,043 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #271.

Wealth Alliance first reported a position in VHT in Q1 2020 and has held it in 25 quarters since. The position peaked at $650K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Wealth Alliance held 2,043 shares of Vanguard Health Care ETF worth $556K as of Q1 2026.
  • Wealth Alliance sold 10 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.86K.
  • Vanguard Health Care ETF made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #271 holding.
  • Wealth Alliance first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Vanguard Health Care ETF position peaked at $650K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.