D.B. Root & Company’s Vanguard Health Care ETF VHT Stock Holding History

D.B. Root & Company’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	$279K	Hold	932	–	–	0.06%	171
2026 Q1	$254K	Hold	932	–	–	0.06%	171
2025 Q4	$268K	Hold	932	–	–	0.07%	166
2025 Q3	$242K	Hold	932	–	–	0.06%	168
2025 Q2	$231K	Hold	932	–	–	0.07%	170
2025 Q1	$247K	Hold	932	–	–	0.08%	148
2024 Q4	$236K	Hold	932	–	–	0.08%	165
2024 Q3	$263K	Hold	932	–	–	0.09%	147
2024 Q2	$248K	Hold	932	–	–	0.08%	168
2024 Q1	$252K	Hold	932	–	–	0.09%	160
2023 Q4	$234K	Buy	932 +8	+0.9%	+$1.9K	0.08%	155
2023 Q3	$217K	Hold	924	–	–	0.08%	157
2023 Q2	$226K	Hold	924	–	–	0.09%	161
2023 Q1	$220K	Buy	924 +20	+2%	+$4.81K	0.09%	158
2022 Q4	$224K	Hold	904	–	–	0.09%	151
2022 Q3	$202K	Hold	904	–	–	0.09%	152
2022 Q2	$212K	Hold	904	–	–	0.09%	162
2022 Q1	$229K	Hold	904	–	–	0.09%	169
2021 Q4	$240K	Hold	904	–	–	0.09%	176
2021 Q3	$223K	Hold	904	–	–	0.09%	182
2021 Q2	$223K	Hold	904	–	–	0.08%	193
2021 Q1	$206K	Hold	904	–	–	0.08%	199
2020 Q4	$202K	Buy	+904	New	+$193K	0.08%	196

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

D.B. Root & Company's VHT Position: Q2 2026 in Review

D.B. Root & Company held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 932 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #171.

D.B. Root & Company first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

D.B. Root & Company held 932 shares of Vanguard Health Care ETF worth $279K as of Q2 2026.
D.B. Root & Company left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #171 holding.
D.B. Root & Company first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.