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

Evelyn Partners Investment 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 		$817 Hold
3
– – ﹤0.01% 396
2025
Q4 		$864 Hold
3
– – ﹤0.01% 397
2025
Q3 		$779 Hold
3
– – ﹤0.01% 397
2025
Q2 		$745 Hold
3
– – ﹤0.01% 399
2025
Q1 		$794 Hold
3
– – ﹤0.01% 405
2024
Q4 		$761 Buy
+3
New +$808 ﹤0.01% 403

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

Evelyn Partners Investment Management's VHT Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 3 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Evelyn Partners Investment Management first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $864 in Q4 2025. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Evelyn Partners Investment Management held 3 shares of Vanguard Health Care ETF worth $817 as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #396 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Vanguard Health Care ETF position peaked at $864 in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.