Chicago Partners Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Chicago Partners Investment Group’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	$397K	Buy	1,447 +307	+27%	+$87.8K	0.01%	1006
2025 Q4	$334K	Buy	1,140 +3	+0.3%	+$838	0.01%	973
2025 Q3	$309K	Buy	1,137 +294	+35%	+$73.8K	0.01%	930
2025 Q2	$212K	Sell	843 -504	-37%	-$125K	0.01%	1020
2025 Q1	$333K	Buy	+1,347	New	+$359K	0.01%	650
2018 Q4	–	Sell	-51	Closed	-$8K	–	898
2018 Q3	$8K	Hold	51	–	–	﹤0.01%	864
2018 Q2	$8K	Hold	51	–	–	﹤0.01%	841
2018 Q1	$8K	Hold	51	–	–	﹤0.01%	811
2017 Q4	$8K	Hold	51	–	–	﹤0.01%	779
2017 Q3	$8K	Buy	+51	New	+$7.61K	﹤0.01%	816

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Chicago Partners Investment Group's VHT Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Vanguard Health Care ETF (VHT) stake by 27% in Q1 2026, buying an estimated $87.8K and bringing the position to 1,447 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #1006.

Chicago Partners Investment Group first reported a position in VHT in Q3 2017 and has held it in 10 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Chicago Partners Investment Group held 1,447 shares of Vanguard Health Care ETF worth $397K as of Q1 2026.
Chicago Partners Investment Group bought 307 Vanguard Health Care ETF shares in Q1 2026, an estimated $87.8K.
Vanguard Health Care ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1006 holding.
Chicago Partners Investment Group first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 10 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.