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 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 $1.37T 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

D.B. Root & Company's VHT Position: Q1 2026 in Review

D.B. Root & Company held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 932 shares worth $254K. 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 22 quarters since. The position peaked at $268K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

D.B. Root & Company held 932 shares of Vanguard Health Care ETF worth $254K as of Q1 2026.
D.B. Root & Company left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.06% of D.B. Root & Company's portfolio in Q1 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 22 quarters since.
D.B. Root & Company's Vanguard Health Care ETF position peaked at $268K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.