Barrett & Company’s Vanguard Health Care ETF VHT Stock Holding History

Barrett & Company’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	$8.67K	Hold	29	–	–	﹤0.01%	502
2026 Q1	$7.9K	Hold	29	–	–	﹤0.01%	481
2025 Q4	$8.35K	Hold	29	–	–	﹤0.01%	480
2025 Q3	$7.53K	Hold	29	–	–	﹤0.01%	491
2025 Q2	$7.2K	Hold	29	–	–	﹤0.01%	501
2025 Q1	$7.68K	Hold	29	–	–	﹤0.01%	461
2024 Q4	$7.36K	Hold	29	–	–	﹤0.01%	462
2024 Q3	$8.18K	Hold	29	–	–	﹤0.01%	443
2024 Q2	$7.71K	Hold	29	–	–	﹤0.01%	450
2024 Q1	$7.84K	Hold	29	–	–	﹤0.01%	450
2023 Q4	$7.27K	Hold	29	–	–	﹤0.01%	439
2023 Q3	$6.82K	Hold	29	–	–	﹤0.01%	456
2023 Q2	$7.1K	Hold	29	–	–	﹤0.01%	441
2023 Q1	$6.92K	Hold	29	–	–	﹤0.01%	418
2022 Q4	$7.19K	Hold	29	–	–	﹤0.01%	412
2022 Q3	$7.19K	Buy	+29	New	+$6.92K	﹤0.01%	412

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

Barrett & Company's VHT Position: Q2 2026 in Review

Barrett & Company held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 29 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Barrett & Company first reported a position in VHT in Q3 2022 and has held it in 16 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Barrett & Company held 29 shares of Vanguard Health Care ETF worth $8.67K as of Q2 2026.
Barrett & Company left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #502 holding.
Barrett & Company first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 16 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.