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 Q2	$442K	Buy	1,457 +10	+0.7%	+$2.78K	0.01%	1065
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 $1.55T 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 22.9% 1-Year Est. Return

Chicago Partners Investment Group's VHT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Health Care ETF (VHT) stake by 0.69% in Q2 2026, buying an estimated $2.78K and bringing the position to 1,457 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1065.

Chicago Partners Investment Group first reported a position in VHT in Q3 2017 and has held it in 11 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Chicago Partners Investment Group held 1,457 shares of Vanguard Health Care ETF worth $442K as of Q2 2026.
Chicago Partners Investment Group bought 10 Vanguard Health Care ETF shares in Q2 2026, an estimated $2.78K.
Vanguard Health Care ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1065 holding.
Chicago Partners Investment Group first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 11 quarters since.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.