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 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	$30.1K	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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Atwood & Palmer's VHT Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 121 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Atwood & Palmer first reported a position in VHT in Q3 2018 and has held it in 32 quarters since. The position peaked at $72.7K in Q4 2022. 213 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Atwood & Palmer held 121 shares of Vanguard Health Care ETF worth $36.2K as of Q2 2026.
Atwood & Palmer left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #277 holding.
Atwood & Palmer first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 32 quarters since.
Atwood & Palmer's Vanguard Health Care ETF position peaked at $72.7K in Q4 2022.
213 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.