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Essential Planning’s Vanguard Health Care ETF VHT Stock Holding History

Essential Planning’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 		$495K Sell
1,818
-5
-0.3% -$1.43K 0.16% 52
2025
Q4 		$525K Sell
1,823
-447
-20% -$125K 0.17% 48
2025
Q3 		$589K Sell
2,270
-50
-2% -$12.5K 0.2% 45
2025
Q2 		$576K Buy
2,320
+1
+0% +$247 0.21% 47
2025
Q1 		$614K Sell
2,319
-137,929
-98% -$36.7M 0.25% 40
2024
Q4 		$37.8M Buy
140,248
+137,884
+5,833% +$37.1M 0.25% 38
2024
Q3 		$667K Hold
2,364
– – 0.27% 37
2024
Q2 		$629K Sell
2,364
-383
-14% -$100K 0.28% 36
2024
Q1 		$689K Hold
2,747
– – 0.34% 31
2023
Q4 		$689K Sell
2,747
-60
-2% -$14.2K 0.35% 31
2023
Q3 		$660K Sell
2,807
-86
-3% -$21K 0.37% 27
2023
Q2 		$708K Sell
2,893
-227
-7% -$55.2K 0.4% 26
2023
Q1 		$721K Sell
3,120
-2,078
-40% -$500K 0.44% 24
2022
Q4 		$1.13M Buy
+5,198
New +$1.26M 0.87% 15

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essential Planning's VHT Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Health Care ETF (VHT) stake by 0.27% in Q1 2026, selling an estimated $1.43K and leaving 1,818 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #52.

Essential Planning first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.8M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Essential Planning held 1,818 shares of Vanguard Health Care ETF worth $495K as of Q1 2026.
  • Essential Planning sold 5 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.43K.
  • Vanguard Health Care ETF made up 0.16% of Essential Planning's portfolio in Q1 2026, its #52 holding.
  • Essential Planning first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
  • Essential Planning's Vanguard Health Care ETF position peaked at $37.8M in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.