Concord Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Concord Wealth Partners’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	$9.3K	Buy	+31	New	+$8.62K	﹤0.01%	586
2025 Q2	–	Sell	-4	Closed	-$1.05K	–	903
2025 Q1	$1.05K	Buy	+4	New	+$1.07K	﹤0.01%	727
2024 Q1	–	Sell	-1	Closed	-$251	–	908
2023 Q4	$251	Hold	1	–	–	﹤0.01%	791
2023 Q3	$235	Hold	1	–	–	﹤0.01%	1009
2023 Q2	$245	Buy	+1	New	+$243	﹤0.01%	1015

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 22.96% 1-Year Est. Return

Concord Wealth Partners's VHT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 31 shares worth $9.3K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VHT as recently as Q1 2025.

Concord Wealth Partners first reported a position in VHT in Q2 2023 and has held it in 5 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Concord Wealth Partners held 31 shares of Vanguard Health Care ETF worth $9.3K as of Q2 2026.
Vanguard Health Care ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #586 holding.
Concord Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 5 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.