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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's VHT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard Health Care ETF (VHT) stake by 57% in Q1 2026, selling an estimated $1.17M and leaving 3,027 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #214.

Badgley Phelps Wealth Managers first reported a position in VHT in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 3,027 shares of Vanguard Health Care ETF worth $824K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 4,086 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.17M.
  • Vanguard Health Care ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #214 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 4 quarters since.
  • Badgley Phelps Wealth Managers's Vanguard Health Care ETF position peaked at $2.05M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.