Focus Partners Wealth
VHT icon

Focus Partners Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Focus Partners Wealth’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 		$40.3M Sell
134,801
-5,209
-4% -$1.45M 0.04% 354
2026
Q1 		$38.1M Buy
140,010
+3,333
+2% +$953K 0.04% 347
2025
Q4 		$39.3M Buy
136,677
+73,530
+116% +$20.5M 0.04% 343
2025
Q3 		$16.4M Sell
63,147
-2,475
-4% -$621K 0.03% 438
2025
Q2 		$16.3M Sell
65,622
-5,955
-8% -$1.47M 0.04% 406
2025
Q1 		$18.9M Sell
71,577
-6,001
-8% -$1.6M 0.05% 337
2024
Q4 		$19.7M Buy
77,578
+68,411
+746% +$18.4M 0.05% 326
2024
Q3 		$2.59M Sell
9,167
-36,513
-80% -$10.1M 0.01% 720
2024
Q2 		$12.2M Buy
45,680
+40,120
+722% +$10.5M 0.04% 337
2024
Q1 		$1.5M Buy
5,560
+2,908
+110% +$764K 0.01% 528
2023
Q4 		$665K Buy
+2,652
New +$628K 0.01% 526

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

Focus Partners Wealth's VHT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Health Care ETF (VHT) stake by 3.7% in Q2 2026, selling an estimated $1.45M and leaving 134,801 shares worth $40.3M. The position accounts for 0.04% of the portfolio, ranked #354.

Focus Partners Wealth first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Focus Partners Wealth held 134,801 shares of Vanguard Health Care ETF worth $40.3M as of Q2 2026.
  • Focus Partners Wealth sold 5,209 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Health Care ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #354 holding.
  • Focus Partners Wealth first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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