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 Q3	$324K	Sell	1,024 -161	-14%	-$50.4K	0.01%	308
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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC's VHT Position: Q3 2026 in Review

Aspiriant LLC reduced its Vanguard Health Care ETF (VHT) stake by 14% in Q3 2026, selling an estimated $50.4K and leaving 1,024 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #308.

Aspiriant LLC first reported a position in VHT in Q1 2022 and has held it in 12 quarters since. The position peaked at $355K in Q2 2026. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Aspiriant LLC held 1,024 shares of Vanguard Health Care ETF worth $324K as of Q3 2026.
Aspiriant LLC sold 161 Vanguard Health Care ETF shares in Q3 2026, an estimated $50.4K.
Vanguard Health Care ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #308 holding.
Aspiriant LLC first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 12 quarters since.
Aspiriant LLC's Vanguard Health Care ETF position peaked at $355K in Q2 2026.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.