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Birchcreek Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Birchcreek 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 		$387K Buy
1,420
+55
+4% +$15.7K 0.19% 79
2025
Q4 		$393K Sell
1,365
-248
-15% -$69.3K 0.19% 77
2025
Q3 		$419K Buy
1,613
+320
+25% +$80.3K 0.22% 77
2025
Q2 		$321K Sell
1,293
-244
-16% -$60.3K 0.18% 88
2025
Q1 		$407K Hold
1,537
– – 0.26% 71
2024
Q4 		$390K Buy
1,537
+625
+69% +$168K 0.24% 81
2024
Q3 		$257K Sell
912
-867
-49% -$241K 0.17% 97
2024
Q2 		$473K Sell
1,779
-107
-6% -$28.1K 0.27% 80
2024
Q1 		$510K Buy
1,886
+190
+11% +$49.9K 0.27% 81
2023
Q4 		$425K Hold
1,696
– – 0.25% 85
2023
Q3 		$399K Sell
1,696
-49
-3% -$11.9K 0.27% 84
2023
Q2 		$427K Buy
1,745
+196
+13% +$47.7K 0.3% 83
2023
Q1 		$369K Buy
1,549
+521
+51% +$125K 0.29% 85
2022
Q4 		$255K Hold
1,028
– – 0.23% 105
2022
Q3 		$230K Sell
1,028
-15
-1% -$3.58K 0.21% 106
2022
Q2 		$246K Hold
1,043
– – 0.22% 101
2022
Q1 		$265K Hold
1,043
– – 0.23% 93
2021
Q4 		$278K Hold
1,043
– – 0.24% 93
2021
Q3 		$258K Hold
1,043
– – 0.24% 92
2021
Q2 		$258K Buy
1,043
+104
+11% +$24.9K 0.25% 93
2021
Q1 		$215K Sell
939
-20
-2% -$4.59K 0.23% 105
2020
Q4 		$214K Buy
+959
New +$205K 0.21% 93

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Birchcreek Wealth Management's VHT Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 4% in Q1 2026, buying an estimated $15.7K and bringing the position to 1,420 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #79.

Birchcreek Wealth Management first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $510K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Birchcreek Wealth Management held 1,420 shares of Vanguard Health Care ETF worth $387K as of Q1 2026.
  • Birchcreek Wealth Management bought 55 Vanguard Health Care ETF shares in Q1 2026, an estimated $15.7K.
  • Vanguard Health Care ETF made up 0.19% of Birchcreek Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Health Care ETF position peaked at $510K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.