Bartlett & Co Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bartlett & Co Wealth Management’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	$1.46M	Hold	5,370	–	–	0.02%	240
2025 Q4	$1.55M	Hold	5,370	–	–	0.02%	235
2025 Q3	$1.39M	Sell	5,370 -5	-0.1%	-$1.25K	0.02%	237
2025 Q2	$1.33M	Hold	5,375	–	–	0.02%	231
2025 Q1	$1.42M	Sell	5,375 -30	-0.6%	-$7.99K	0.02%	222
2024 Q4	$1.37M	Hold	5,405	–	–	0.02%	227
2024 Q3	$1.53M	Hold	5,405	–	–	0.02%	216
2024 Q2	$1.44M	Hold	5,405	–	–	0.02%	221
2024 Q1	$1.46M	Hold	5,405	–	–	0.02%	226
2023 Q4	$1.36M	Hold	5,405	–	–	0.02%	246
2023 Q3	$1.28M	Sell	5,405 -9	-0.2%	-$2.19K	0.02%	234
2023 Q2	$1.33M	Buy	5,414 +509	+10%	+$124K	0.02%	240
2023 Q1	$1.17M	Hold	4,905	–	–	0.02%	214
2022 Q4	$1.22M	Hold	4,905	–	–	0.02%	217
2022 Q3	$1.1M	Buy	4,905 +4,600	+1,508%	+$1.1M	0.02%	214
2022 Q2	$71.8K	Buy	305 +45	+17%	+$10.8K	﹤0.01%	517
2022 Q1	$66.1K	Buy	+260	New	+$64.2K	﹤0.01%	542
2021 Q4	–	Sell	-260	Closed	-$64.5K	–	867
2021 Q3	$64.5K	Hold	260	–	–	﹤0.01%	471
2021 Q2	$64.3K	Hold	260	–	–	﹤0.01%	466
2021 Q1	$59.5K	Hold	260	–	–	﹤0.01%	506
2020 Q4	$58.2K	Buy	260 +10	+4%	+$2.14K	﹤0.01%	506
2020 Q3	$51K	Hold	250	–	–	﹤0.01%	492
2020 Q2	$48.2K	Hold	250	–	–	﹤0.01%	508
2020 Q1	$41.5K	Hold	250	–	–	﹤0.01%	494
2019 Q4	$47.9K	Hold	250	–	–	﹤0.01%	540
2019 Q3	$42.1K	Buy	+250	New	+$42.8K	﹤0.01%	559

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's VHT Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 5,370 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #240.

Bartlett & Co Wealth Management first reported a position in VHT in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.55M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Bartlett & Co Wealth Management held 5,370 shares of Vanguard Health Care ETF worth $1.46M as of Q1 2026.
Bartlett & Co Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #240 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 26 quarters since.
Bartlett & Co Wealth Management's Vanguard Health Care ETF position peaked at $1.55M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.