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 Q3	$9.17K	Hold	29	–	–	﹤0.01%	480
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Barrett & Company's VHT Position: Q3 2026 in Review

Barrett & Company held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 29 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Barrett & Company first reported a position in VHT in Q3 2022 and has held it in 17 quarters since. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Barrett & Company held 29 shares of Vanguard Health Care ETF worth $9.17K as of Q3 2026.
Barrett & Company left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #480 holding.
Barrett & Company first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 17 quarters since.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.