Columbia Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Columbia Asset Management’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	$229K	Hold	840	–	–	0.04%	160
2025 Q4	$242K	Hold	840	–	–	0.04%	158
2025 Q3	$218K	Sell	840 -60	-7%	-$15.1K	0.04%	158
2025 Q2	$224K	Hold	900	–	–	0.04%	161
2025 Q1	$238K	Hold	900	–	–	0.05%	181
2024 Q4	$228K	Hold	900	–	–	0.04%	190
2024 Q3	$254K	Hold	900	–	–	0.04%	163
2024 Q2	$239K	Hold	900	–	–	0.04%	162
2024 Q1	$226K	Hold	900	–	–	0.05%	161
2023 Q4	$226K	Hold	900	–	–	0.05%	161
2023 Q3	$212K	Sell	900 -180	-17%	-$43.9K	0.05%	156
2023 Q2	$264K	Sell	1,080 -120	-10%	-$29.2K	0.06%	149
2023 Q1	$286K	Hold	1,200	–	–	0.06%	142
2022 Q4	$298K	Hold	1,200	–	–	0.07%	133
2022 Q3	$268K	Sell	1,200 -10	-0.8%	-$2.39K	0.07%	142
2022 Q2	$285K	Buy	+1,210	New	+$292K	0.07%	142
2021 Q4	$482K	Hold	1,810	–	–	0.1%	123
2021 Q3	$447K	Hold	1,810	–	–	0.1%	130
2021 Q2	$447K	Hold	1,810	–	–	0.1%	129
2021 Q1	$414K	Buy	+1,810	New	+$415K	0.08%	137

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

Columbia Asset Management's VHT Position: Q1 2026 in Review

Columbia Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 840 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #160.

Columbia Asset Management first reported a position in VHT in Q1 2021 and has held it in 20 quarters since. The position peaked at $482K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Columbia Asset Management held 840 shares of Vanguard Health Care ETF worth $229K as of Q1 2026.
Columbia Asset Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.04% of Columbia Asset Management's portfolio in Q1 2026, its #160 holding.
Columbia Asset Management first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 20 quarters since.
Columbia Asset Management's Vanguard Health Care ETF position peaked at $482K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.