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 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

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

Badgley Phelps Wealth Managers's VHT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard Health Care ETF (VHT) stake by 39% in Q2 2026, selling an estimated $328K and leaving 1,846 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #243.

Badgley Phelps Wealth Managers first reported a position in VHT in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.05M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Badgley Phelps Wealth Managers held 1,846 shares of Vanguard Health Care ETF worth $552K as of Q2 2026.
Badgley Phelps Wealth Managers sold 1,181 Vanguard Health Care ETF shares in Q2 2026, an estimated $328K.
Vanguard Health Care ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #243 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 5 quarters since.
Badgley Phelps Wealth Managers's Vanguard Health Care ETF position peaked at $2.05M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.