Accretive Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Accretive Wealth Partners’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	$1.05M	Buy	3,863 +681	+21%	+$195K	0.3%	84
2025 Q4	$916K	Hold	3,182	–	–	0.27%	87
2025 Q3	$826K	Hold	3,182	–	–	0.25%	93
2025 Q2	$790K	Hold	3,182	–	–	0.26%	95
2025 Q1	$780K	Hold	3,182	–	–	0.28%	95
2024 Q4	$807K	Hold	3,182	–	–	0.34%	88
2024 Q3	$898K	Hold	3,182	–	–	0.38%	89
2024 Q2	$846K	Hold	3,182	–	–	0.35%	89
2024 Q1	$821K	Hold	3,182	–	–	0.36%	88
2023 Q4	$798K	Hold	3,182	–	–	0.38%	89
2023 Q3	$748K	Hold	3,182	–	–	0.45%	74
2023 Q2	$779K	Hold	3,182	–	–	0.46%	73
2023 Q1	$759K	Hold	3,182	–	–	0.49%	69
2022 Q4	$789K	Hold	3,182	–	–	0.54%	56
2022 Q3	$712K	Hold	3,182	–	–	0.54%	59
2022 Q2	$749K	Hold	3,182	–	–	0.54%	60
2022 Q1	$809K	Hold	3,182	–	–	0.51%	72
2021 Q4	$848K	Hold	3,182	–	–	0.54%	73
2021 Q3	$786K	Sell	3,182 -300	-9%	-$77K	0.55%	71
2021 Q2	$861K	Buy	3,482 +720	+26%	+$172K	0.62%	66
2021 Q1	$632K	Hold	2,762	–	–	0.57%	79
2020 Q4	$618K	Buy	+2,762	New	+$590K	0.61%	71

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accretive Wealth Partners's VHT Position: Q1 2026 in Review

Accretive Wealth Partners increased its Vanguard Health Care ETF (VHT) stake by 21% in Q1 2026, buying an estimated $195K and bringing the position to 3,863 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #84.

Accretive Wealth Partners first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Accretive Wealth Partners held 3,863 shares of Vanguard Health Care ETF worth $1.05M as of Q1 2026.
Accretive Wealth Partners bought 681 Vanguard Health Care ETF shares in Q1 2026, an estimated $195K.
Vanguard Health Care ETF made up 0.3% of Accretive Wealth Partners's portfolio in Q1 2026, its #84 holding.
Accretive Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.