Badgley Phelps Wealth Managers’s Vanguard Health Care ETF VHT Stock Holding History

Badgley Phelps Wealth Managers’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	$516K	Sell	1,634 -212	-11%	-$66.4K	0.01%	248
2026 Q2	$552K	Sell	1,846 -1,181	-39%	-$328K	0.01%	243
2026 Q1	$824K	Sell	3,027 -4,086	-57%	-$1.17M	0.02%	214
2025 Q4	$2.05M	Buy	+7,113	New	+$1.99M	0.04%	165
2024 Q4	–	Sell	-799	Closed	-$226K	–	300
2024 Q3	$226K	Sell	799 -50	-6%	-$13.9K	0.01%	276
2024 Q2	$227K	Buy	+849	New	+$223K	0.01%	243

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

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

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Badgley Phelps Wealth Managers's VHT Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q3 2026, selling an estimated $66.4K and leaving 1,634 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #248.

Badgley Phelps Wealth Managers first reported a position in VHT in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q4 2025. 325 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Badgley Phelps Wealth Managers held 1,634 shares of Vanguard Health Care ETF worth $516K as of Q3 2026.
Badgley Phelps Wealth Managers sold 212 Vanguard Health Care ETF shares in Q3 2026, an estimated $66.4K.
Vanguard Health Care ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #248 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 6 quarters since.
Badgley Phelps Wealth Managers's Vanguard Health Care ETF position peaked at $2.05M in Q4 2025.
325 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.