Ballentine Partners’s Vanguard Health Care ETF VHT Stock Holding History

Ballentine 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	$371K	Hold	1,241	–	–	﹤0.01%	686
2026 Q1	$338K	Hold	1,241	–	–	﹤0.01%	683
2025 Q4	$357K	Hold	1,241	–	–	0.01%	641
2025 Q3	$322K	Hold	1,241	–	–	﹤0.01%	684
2025 Q2	$308K	Hold	1,241	–	–	﹤0.01%	676
2025 Q1	$329K	Hold	1,241	–	–	0.01%	593
2024 Q4	$315K	Buy	+1,241	New	+$334K	0.01%	584
2023 Q4	–	Sell	-2,354	Closed	-$553K	–	716
2023 Q3	$553K	Buy	+2,354	New	+$574K	0.01%	299

Other funds holding VHT

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ballentine Partners's VHT Position: Q2 2026 in Review

Ballentine Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,241 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Ballentine Partners first reported a position in VHT in Q3 2023 and has held it in 8 quarters since. The position peaked at $553K in Q3 2023. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Ballentine Partners held 1,241 shares of Vanguard Health Care ETF worth $371K as of Q2 2026.
Ballentine Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #686 holding.
Ballentine Partners first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 8 quarters since.
Ballentine Partners's Vanguard Health Care ETF position peaked at $553K in Q3 2023.
180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.