Evercore Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Hold |
788
| – | – | ﹤0.01% | 380 |
|
|
2025
Q4 | $227K | Hold |
788
| – | – | ﹤0.01% | 375 |
|
|
2025
Q3 | $205K | Buy |
+788
| New | +$198K | ﹤0.01% | 398 |
|
|
2025
Q2 | – | Sell |
-788
| Closed | -$209K | – | 426 |
|
|
2025
Q1 | $209K | Buy |
+788
| New | +$210K | ﹤0.01% | 391 |
|
|
2024
Q4 | – | Sell |
-788
| Closed | -$222K | – | 437 |
|
|
2024
Q3 | $222K | Sell |
788
-100
| -11% | -$27.8K | ﹤0.01% | 386 |
|
|
2024
Q2 | $236K | Hold |
888
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $240K | Sell |
888
-9
| -1% | -$2.36K | ﹤0.01% | 377 |
|
|
2023
Q4 | $225K | Buy |
897
+9
| +1% | +$2.13K | ﹤0.01% | 396 |
|
|
2023
Q3 | $209K | Hold |
888
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $217K | Hold |
888
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $212K | Hold |
888
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $220K | Buy |
+888
| New | +$215K | ﹤0.01% | 372 |
|
|
2022
Q3 | – | Sell |
-888
| Closed | -$209K | – | 395 |
|
|
2022
Q2 | $209K | Buy |
888
+100
| +13% | +$24.1K | ﹤0.01% | 375 |
|
|
2022
Q1 | $200K | Hold |
788
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $210K | Buy |
+788
| New | +$201K | ﹤0.01% | 404 |
|
|
2021
Q3 | – | Sell |
-1,688
| Closed | -$417K | – | 433 |
|
|
2021
Q2 | $417K | Hold |
1,688
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $386K | Hold |
1,688
| – | – | 0.01% | 330 |
|
|
2020
Q4 | $378K | Buy |
+1,688
| New | +$361K | 0.01% | 325 |
|
|
2019
Q2 | – | Sell |
-1,300
| Closed | -$224K | – | 425 |
|
|
2019
Q1 | $224K | Hold |
1,300
| – | – | 0.01% | 378 |
|
|
2018
Q4 | $209K | Buy |
+1,300
| New | +$220K | 0.01% | 355 |
|
|
2018
Q1 | – | Sell |
-700
| Closed | -$108K | – | 776 |
|
|
2017
Q4 | $108K | Hold |
700
| – | – | ﹤0.01% | 448 |
|
|
2017
Q3 | $107K | Hold |
700
| – | – | ﹤0.01% | 452 |
|
|
2017
Q2 | $103K | Hold |
700
| – | – | ﹤0.01% | 467 |
|
|
2017
Q1 | $96K | Hold |
700
| – | – | ﹤0.01% | 491 |
|
|
2016
Q4 | $89K | Hold |
700
| – | – | ﹤0.01% | 518 |
|
|
2016
Q3 | $93K | Hold |
700
| – | – | ﹤0.01% | 494 |
|
|
2016
Q2 | $91K | Hold |
700
| – | – | ﹤0.01% | 479 |
|
|
2016
Q1 | $86K | Hold |
700
| – | – | ﹤0.01% | 479 |
|
|
2015
Q4 | $93K | Hold |
700
| – | – | ﹤0.01% | 486 |
|
|
2015
Q3 | $86K | Hold |
700
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $98K | Hold |
700
| – | – | ﹤0.01% | 519 |
|
|
2015
Q1 | $95K | Buy |
+700
| New | +$92.2K | ﹤0.01% | 535 |
|
Other funds holding VHT
PCH
CI
EHC
Evercore Wealth Management's VHT Position: Q1 2026 in Review
Evercore Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 788 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #380.
Evercore Wealth Management first reported a position in VHT in Q1 2015 and has held it in 32 quarters since. The position peaked at $417K in Q2 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.
- Evercore Wealth Management held 788 shares of Vanguard Health Care ETF worth $215K as of Q1 2026.
- Evercore Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
- Vanguard Health Care ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #380 holding.
- Evercore Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 32 quarters since.
- Evercore Wealth Management's Vanguard Health Care ETF position peaked at $417K in Q2 2021.
- 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.