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EP Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

EP Wealth Advisors’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 		$7.46M Sell
24,943
-486
-2% -$135K 0.03% 319
2026
Q1 		$6.93M Sell
25,429
-986
-4% -$282K 0.03% 259
2025
Q4 		$7.6M Buy
+26,415
New +$7.38M 0.04% 228
2025
Q2 		$5.55M Sell
22,346
-583
-3% -$144K 0.04% 250
2025
Q1 		$6.07M Sell
22,929
-668
-3% -$178K 0.05% 200
2024
Q4 		$5.99M Sell
23,597
-2,153
-8% -$580K 0.05% 196
2024
Q3 		$7.27M Buy
25,750
+150
+0.6% +$41.7K 0.06% 182
2024
Q2 		$6.81M Buy
25,600
+9
+0% +$2.36K 0.07% 151
2024
Q1 		$6.92M Buy
25,591
+1,819
+8% +$478K 0.08% 143
2023
Q4 		$5.96M Buy
23,772
+43
+0.2% +$10.2K 0.08% 142
2023
Q3 		$5.58M Sell
23,729
-3,155,424
-99% -$769M 0.09% 136
2023
Q2 		$6M Buy
3,179,153
+3,138,619
+7,743% +$764M 0.09% 133
2023
Q1 		$53.1K Buy
40,534
+15,618
+63% +$3.76M ﹤0.01% 604
2022
Q4 		$6.18M Buy
24,916
+5,459
+28% +$1.32M 0.11% 115
2022
Q3 		$4.35M Sell
19,457
-408
-2% -$97.4K 0.1% 124
2022
Q2 		$4.68M Buy
19,865
+288
+1% +$69.4K 0.11% 114
2022
Q1 		$4.98M Sell
19,577
-1,085
-5% -$268K 0.11% 110
2021
Q4 		$5.5M Buy
20,662
+588
+3% +$150K 0.13% 96
2021
Q3 		$4.96M Sell
20,074
-308
-2% -$79K 0.14% 91
2021
Q2 		$5.04M Sell
20,382
-23
-0.1% -$5.5K 0.14% 99
2021
Q1 		$4.67M Buy
+20,405
New +$4.68M 0.15% 100

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's VHT Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 1.9% in Q2 2026, selling an estimated $135K and leaving 24,943 shares worth $7.46M. The position accounts for 0.03% of the portfolio, ranked #319.

EP Wealth Advisors first reported a position in VHT in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.6M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • EP Wealth Advisors held 24,943 shares of Vanguard Health Care ETF worth $7.46M as of Q2 2026.
  • EP Wealth Advisors sold 486 Vanguard Health Care ETF shares in Q2 2026, an estimated $135K.
  • Vanguard Health Care ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • EP Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 21 quarters since.
  • EP Wealth Advisors's Vanguard Health Care ETF position peaked at $7.6M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.