Autumn Glory Partners’s Vanguard Health Care ETF VHT Stock Holding History

Autumn Glory 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 Q2	$2.86M	Hold	9,572	–	–	0.81%	33
2026 Q1	$2.61M	Buy	9,572 +1,025	+12%	+$293K	0.96%	24
2025 Q4	$2.46M	Buy	8,547 +172	+2%	+$48.1K	0.86%	29
2025 Q3	$2.17M	Hold	8,375	–	–	0.89%	30
2025 Q2	$2.08M	Hold	8,375	–	–	0.97%	26
2025 Q1	$2.22M	Hold	8,375	–	–	1.1%	23
2024 Q4	$2.12M	Sell	8,375 -300	-3%	-$80.8K	1.04%	26
2024 Q3	$2.45M	Hold	8,675	–	–	0.94%	31
2024 Q2	$2.31M	Hold	8,675	–	–	1.18%	24
2024 Q1	$2.35M	Hold	8,675	–	–	1.15%	24
2023 Q4	$2.22M	Sell	8,675 -999	-10%	-$237K	1.26%	20
2023 Q3	$2.27M	Sell	9,674 -6,400	-40%	-$1.56M	1.39%	18
2023 Q2	$2.29M	Buy	16,074 +6,400	+66%	+$1.56M	1.68%	15
2023 Q1	$2.31M	Sell	9,674 -40	-0.4%	-$9.63K	1.97%	15
2022 Q4	$2.41M	Sell	9,714 -179	-2%	-$43.4K	1.29%	21
2022 Q3	$2.21M	Hold	9,893	–	–	1.49%	17
2022 Q2	$2.33M	Buy	9,893 +4,259	+76%	+$1.03M	1.72%	16
2022 Q1	$1.43M	Buy	5,634 +1,152	+26%	+$285K	0.83%	39
2021 Q4	$1.19M	Buy	+4,482	New	+$1.14M	0.5%	58

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Autumn Glory Partners's VHT Position: Q2 2026 in Review

Autumn Glory Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 9,572 shares worth $2.86M. The position accounts for 0.81% of the portfolio, ranked #33.

Autumn Glory Partners first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Autumn Glory Partners held 9,572 shares of Vanguard Health Care ETF worth $2.86M as of Q2 2026.
Autumn Glory Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.81% of Autumn Glory Partners's portfolio in Q2 2026, its #33 holding.
Autumn Glory Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.