BlueStem Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

BlueStem Wealth Partners’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	$215K	Buy	+720	New	+$200K	0.02%	121
2026 Q1	–	Sell	-716	Closed	-$206K	–	137
2025 Q4	$206K	Sell	716 -135	-16%	-$37.7K	0.02%	121
2025 Q3	$221K	Buy	851 +2	+0.2%	+$502	0.03%	116
2025 Q2	$211K	Buy	849 +2	+0.2%	+$494	0.03%	114
2025 Q1	$224K	Sell	847 -74	-8%	-$19.7K	0.03%	94
2024 Q4	$234K	Buy	+921	New	+$248K	0.03%	93

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

BlueStem Wealth Partners's VHT Position: Q2 2026 in Review

BlueStem Wealth Partners opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 720 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: BlueStem Wealth Partners previously reported a position in VHT as recently as Q4 2025.

BlueStem Wealth Partners first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q4 2024. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BlueStem Wealth Partners held 720 shares of Vanguard Health Care ETF worth $215K as of Q2 2026.
Vanguard Health Care ETF was a new BlueStem Wealth Partners position in Q2 2026.
Vanguard Health Care ETF made up 0.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #121 holding.
BlueStem Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Vanguard Health Care ETF position peaked at $234K in Q4 2024.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.