Financial Advisory Partners’s Vanguard Health Care ETF VHT Stock Holding History

Financial Advisory Partners’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	$1.74M	Hold	5,830	–	–	0.46%	52
2026 Q1	$1.59M	Hold	5,830	–	–	0.45%	52
2025 Q4	$1.68M	Hold	5,830	–	–	0.47%	50
2025 Q3	$1.51M	Hold	5,830	–	–	0.44%	52
2025 Q2	$1.45M	Hold	5,830	–	–	0.46%	52
2025 Q1	$1.54M	Hold	5,830	–	–	0.52%	49
2024 Q4	$1.48M	Hold	5,830	–	–	0.49%	50
2024 Q3	$1.65M	Hold	5,830	–	–	0.55%	49
2024 Q2	$1.55M	Hold	5,830	–	–	0.58%	48
2024 Q1	$1.58M	Hold	5,830	–	–	0.61%	49
2023 Q4	$1.46M	Hold	5,830	–	–	0.53%	51
2023 Q3	$1.37M	Hold	5,830	–	–	0.55%	53
2023 Q2	$1.43M	Hold	5,830	–	–	0.55%	51
2023 Q1	$1.39M	Hold	5,830	–	–	0.55%	51
2022 Q4	$1.45M	Hold	5,830	–	–	0.6%	51
2022 Q3	$1.3M	Hold	5,830	–	–	0.57%	52
2022 Q2	$1.37M	Hold	5,830	–	–	0.57%	51
2022 Q1	$1.48M	Hold	5,830	–	–	0.55%	54
2021 Q4	$1.55M	Buy	+5,830	New	+$1.49M	0.57%	55

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advisory Partners's VHT Position: Q2 2026 in Review

Financial Advisory Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 5,830 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #52.

Financial Advisory Partners first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. 1,110 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Financial Advisory Partners held 5,830 shares of Vanguard Health Care ETF worth $1.74M as of Q2 2026.
Financial Advisory Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.46% of Financial Advisory Partners's portfolio in Q2 2026, its #52 holding.
Financial Advisory Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
1,110 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.