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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
Q2 		$354K Sell
1,183
-237
-17% -$65.9K 0.14% 101
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Birchcreek Wealth Management's VHT Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 17% in Q2 2026, selling an estimated $65.9K and leaving 1,183 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #101.

Birchcreek Wealth Management first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $510K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Birchcreek Wealth Management held 1,183 shares of Vanguard Health Care ETF worth $354K as of Q2 2026.
  • Birchcreek Wealth Management sold 237 Vanguard Health Care ETF shares in Q2 2026, an estimated $65.9K.
  • Vanguard Health Care ETF made up 0.14% of Birchcreek Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Health Care ETF position peaked at $510K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.