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 Q3	$295K	Hold	932	–	–	0.06%	159
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

D.B. Root & Company's VHT Position: Q3 2026 in Review

D.B. Root & Company held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 932 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #159.

D.B. Root & Company first reported a position in VHT in Q4 2020 and has held it in 24 quarters since. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

D.B. Root & Company held 932 shares of Vanguard Health Care ETF worth $295K as of Q3 2026.
D.B. Root & Company left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.06% of D.B. Root & Company's portfolio in Q3 2026, its #159 holding.
D.B. Root & Company first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 24 quarters since.
813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.