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 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 $1.37T 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

Elm Partners Management's VHT Position: Q1 2026 in Review

Elm Partners Management reduced its Vanguard Health Care ETF (VHT) stake by 27% in Q1 2026, selling an estimated $769K and leaving 7,314 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #54.

Elm Partners Management first reported a position in VHT in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Elm Partners Management held 7,314 shares of Vanguard Health Care ETF worth $1.95M as of Q1 2026.
Elm Partners Management sold 2,691 Vanguard Health Care ETF shares in Q1 2026, an estimated $769K.
Vanguard Health Care ETF made up 0.08% of Elm Partners Management's portfolio in Q1 2026, its #54 holding.
Elm Partners Management first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 11 quarters since.
Elm Partners Management's Vanguard Health Care ETF position peaked at $2.88M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.