Bordeaux Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q2	$11.4M	Sell	45,823 -151	-0.3%	-$37.3K	1.46%	14
2025 Q1	$12.2M	Sell	45,974 -958	-2%	-$255K	2.25%	12
2024 Q4	$11.9M	Sell	46,932 -809	-2%	-$218K	1.91%	12
2024 Q3	$13.5M	Buy	47,741 +130	+0.3%	+$36.1K	2.44%	10
2024 Q2	$12.7M	Buy	+47,611	New	+$12.5M	2.41%	10

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bordeaux Wealth Advisors's VHT Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.33% in Q2 2025, selling an estimated $37.3K and leaving 45,823 shares worth $11.4M. The position accounts for 1.46% of the portfolio, ranked #14.

Bordeaux Wealth Advisors first reported a position in VHT in Q2 2024 and has held it in 5 quarters since. The position peaked at $13.5M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Bordeaux Wealth Advisors held 45,823 shares of Vanguard Health Care ETF worth $11.4M as of Q2 2025.
Bordeaux Wealth Advisors sold 151 Vanguard Health Care ETF shares in Q2 2025, an estimated $37.3K.
Vanguard Health Care ETF made up 1.46% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #14 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 5 quarters since.
Bordeaux Wealth Advisors's Vanguard Health Care ETF position peaked at $13.5M in Q3 2024.
1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.