Atwood & Palmer’s Vanguard Health Care ETF VHT Stock Holding History

Atwood & Palmer’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	$38.2K	Hold	121	–	–	﹤0.01%	286
2026 Q2	$36.2K	Hold	121	–	–	﹤0.01%	277
2026 Q1	$33K	Hold	121	–	–	﹤0.01%	277
2025 Q4	$34.8K	Hold	121	–	–	﹤0.01%	265
2025 Q3	$31.4K	Hold	121	–	–	﹤0.01%	288
2025 Q2	$30K	Hold	121	–	–	﹤0.01%	281
2025 Q1	$32K	Hold	121	–	–	﹤0.01%	255
2024 Q4	$30.7K	Hold	121	–	–	﹤0.01%	256
2024 Q3	$34.1K	Hold	121	–	–	﹤0.01%	251
2024 Q2	$32.2K	Hold	121	–	–	﹤0.01%	255
2024 Q1	$32.7K	Hold	121	–	–	﹤0.01%	245
2023 Q4	$30.3K	Hold	121	–	–	﹤0.01%	252
2023 Q3	$28.4K	Hold	121	–	–	﹤0.01%	246
2023 Q2	$29.6K	Hold	121	–	–	﹤0.01%	246
2023 Q1	$28.9K	Sell	121 -172	-59%	-$41.4K	﹤0.01%	240
2022 Q4	$72.7K	Buy	293 +172	+142%	+$41.7K	0.01%	192
2022 Q3	$27K	Hold	121	–	–	﹤0.01%	244
2022 Q2	$28K	Hold	121	–	–	﹤0.01%	259
2022 Q1	$31K	Hold	121	–	–	﹤0.01%	274
2021 Q4	$32K	Hold	121	–	–	﹤0.01%	274
2021 Q3	$30K	Hold	121	–	–	﹤0.01%	267
2021 Q2	$30K	Hold	121	–	–	﹤0.01%	261
2021 Q1	$28K	Hold	121	–	–	﹤0.01%	262
2020 Q4	$27K	Hold	121	–	–	﹤0.01%	253
2020 Q3	$25K	Hold	121	–	–	﹤0.01%	217
2020 Q2	$23K	Hold	121	–	–	﹤0.01%	216
2020 Q1	$20K	Hold	121	–	–	﹤0.01%	223
2019 Q4	$23K	Hold	121	–	–	﹤0.01%	217
2019 Q3	$20K	Hold	121	–	–	﹤0.01%	233
2019 Q2	$21K	Hold	121	–	–	﹤0.01%	219
2019 Q1	$21K	Hold	121	–	–	﹤0.01%	217
2018 Q4	$19K	Hold	121	–	–	﹤0.01%	215
2018 Q3	$22K	Buy	+121	New	+$20.8K	﹤0.01%	225

Other funds holding VHT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atwood & Palmer's VHT Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 121 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Atwood & Palmer first reported a position in VHT in Q3 2018 and has held it in 33 quarters since. The position peaked at $72.7K in Q4 2022. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Atwood & Palmer held 121 shares of Vanguard Health Care ETF worth $38.2K as of Q3 2026.
Atwood & Palmer left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #286 holding.
Atwood & Palmer first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 33 quarters since.
Atwood & Palmer's Vanguard Health Care ETF position peaked at $72.7K in Q4 2022.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.