Elm Partners Management’s Vanguard Health Care ETF VHT Stock Holding History

Elm Partners 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 Q2	$2.58M	Buy	8,621 +1,307	+18%	+$363K	0.09%	56
2026 Q1	$1.95M	Sell	7,314 -2,691	-27%	-$769K	0.08%	54
2025 Q4	$2.88M	Buy	10,005 +4,788	+92%	+$1.34M	0.13%	49
2025 Q3	$1.35M	Buy	5,217 +598	+13%	+$150K	0.07%	63
2025 Q2	$1.15M	Buy	4,619 +2,747	+147%	+$679K	0.07%	53
2025 Q1	$496K	Buy	1,872 +142	+8%	+$37.8K	0.03%	47
2024 Q4	$439K	Sell	1,730 -444	-20%	-$120K	0.03%	51
2024 Q3	$614K	Hold	2,174	–	–	0.04%	41
2024 Q2	$578K	Buy	2,174 +849	+64%	+$223K	0.04%	45
2024 Q1	$358K	Hold	1,325	–	–	0.03%	51
2023 Q4	$332K	Buy	+1,325	New	+$314K	0.03%	45
2022 Q2	–	Sell	-168	Closed	-$43K	–	46
2022 Q1	$43K	Buy	+168	New	+$41.5K	0.01%	39

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

Elm Partners Management's VHT Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Health Care ETF (VHT) stake by 18% in Q2 2026, buying an estimated $363K and bringing the position to 8,621 shares worth $2.58M. The position accounts for 0.09% of the portfolio, ranked #56.

Elm Partners Management first reported a position in VHT in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.88M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Elm Partners Management held 8,621 shares of Vanguard Health Care ETF worth $2.58M as of Q2 2026.
Elm Partners Management bought 1,307 Vanguard Health Care ETF shares in Q2 2026, an estimated $363K.
Vanguard Health Care ETF made up 0.09% of Elm Partners Management's portfolio in Q2 2026, its #56 holding.
Elm Partners Management first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 12 quarters since.
Elm Partners Management's Vanguard Health Care ETF position peaked at $2.88M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.