Bristlecone Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bristlecone 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 Q3	$232K	Hold	895	–	–	0.02%	222
2025 Q2	$222K	Hold	895	–	–	0.02%	213
2025 Q1	$237K	Hold	895	–	–	0.02%	259
2024 Q4	$227K	Hold	895	–	–	0.02%	264
2024 Q3	$253K	Hold	895	–	–	0.02%	253
2024 Q2	$238K	Hold	895	–	–	0.02%	253
2024 Q1	$242K	Hold	895	–	–	0.02%	258
2023 Q4	$224K	Hold	895	–	–	0.02%	254
2023 Q3	$210K	Buy	+895	New	+$218K	0.02%	250

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

Bristlecone Advisors's VHT Position: Q3 2025 in Review

Bristlecone Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2025 at 895 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #222.

Bristlecone Advisors first reported a position in VHT in Q3 2023 and has held it in 9 quarters since. The position peaked at $253K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Bristlecone Advisors held 895 shares of Vanguard Health Care ETF worth $232K as of Q3 2025.
Bristlecone Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2025.
Vanguard Health Care ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #222 holding.
Bristlecone Advisors first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 9 quarters since.
Bristlecone Advisors's Vanguard Health Care ETF position peaked at $253K in Q3 2024.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.