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Aspiriant LLC’s Vanguard Health Care ETF VHT Stock Holding History

Aspiriant LLC’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 		$355K Sell
1,185
-87
-7% -$24.2K 0.01% 296
2026
Q1 		$347K Buy
1,272
+180
+16% +$51.5K 0.01% 260
2025
Q4 		$314K Buy
1,092
+173
+19% +$48.3K 0.01% 270
2025
Q3 		$238K Buy
+919
New +$231K 0.01% 279
2025
Q2 		– Sell
-986
Closed -$261K – 317
2025
Q1 		$261K Hold
986
– – 0.01% 252
2024
Q4 		$250K Sell
986
-47
-5% -$12.7K 0.01% 255
2024
Q3 		$292K Buy
1,033
+190
+23% +$52.8K 0.01% 236
2024
Q2 		$224K Hold
843
– – 0.01% 263
2024
Q1 		$228K Hold
843
– – 0.01% 293
2023
Q4 		$211K Buy
+843
New +$200K 0.01% 290
2022
Q2 		– Sell
-866
Closed -$220K – 290
2022
Q1 		$220K Buy
+866
New +$214K 0.01% 259

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 22.96% 1-Year Est. Return

Aspiriant LLC's VHT Position: Q2 2026 in Review

Aspiriant LLC reduced its Vanguard Health Care ETF (VHT) stake by 6.8% in Q2 2026, selling an estimated $24.2K and leaving 1,185 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #296.

Aspiriant LLC first reported a position in VHT in Q1 2022 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Aspiriant LLC held 1,185 shares of Vanguard Health Care ETF worth $355K as of Q2 2026.
  • Aspiriant LLC sold 87 Vanguard Health Care ETF shares in Q2 2026, an estimated $24.2K.
  • Vanguard Health Care ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #296 holding.
  • Aspiriant LLC first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 11 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.