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Goepper Burkhardt’s Vanguard Health Care ETF VHT Stock Holding History

Goepper Burkhardt’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 		$980K Sell
3,600
-375
-9% -$107K 0.33% 36
2025
Q4 		$1.14M Sell
3,975
-1,776
-31% -$496K 0.37% 33
2025
Q3 		$1.49M Sell
5,751
-6,927
-55% -$1.74M 0.51% 27
2025
Q2 		$3.15M Sell
12,678
-4,424
-26% -$1.09M 1.16% 20
2025
Q1 		$4.53M Sell
17,102
-3,125
-15% -$832K 1.81% 18
2024
Q4 		$5.13M Sell
20,227
-3,210
-14% -$865K 2.08% 18
2024
Q3 		$6.61M Sell
23,437
-655
-3% -$182K 2.73% 13
2024
Q2 		$6.41M Sell
24,092
-1,813
-7% -$475K 2.9% 11
2024
Q1 		$6.79M Sell
25,905
-2,698
-9% -$709K 3.16% 9
2023
Q4 		$7.54M Sell
28,603
-5,359
-16% -$1.27M 3.75% 9
2023
Q3 		$7.98M Buy
33,962
+96
+0.3% +$23.4K 4.87% 5
2023
Q2 		$8.29M Buy
33,866
+860
+3% +$209K 5% 6
2023
Q1 		$7.87M Buy
33,006
+885
+3% +$213K 5.15% 5
2022
Q4 		$7.97M Buy
32,121
+792
+3% +$192K 5.58% 5
2022
Q3 		$7.01M Buy
31,329
+415
+1% +$99.1K 5.21% 5
2022
Q2 		$7.28M Sell
30,914
-433
-1% -$104K 5.13% 5
2022
Q1 		$7.97M Buy
31,347
+1,585
+5% +$392K 4.84% 7
2021
Q4 		$7.93M Buy
29,762
+1,060
+4% +$270K 4.71% 6
2021
Q3 		$7.09M Sell
28,702
-683
-2% -$175K 4.52% 6
2021
Q2 		$7.26M Buy
29,385
+145
+0.5% +$34.7K 4.59% 6
2021
Q1 		$6.69M Buy
29,240
+848
+3% +$194K 4.55% 6
2020
Q4 		$6.35M Buy
+28,392
New +$6.07M 4.61% 6

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

Goepper Burkhardt's VHT Position: Q1 2026 in Review

Goepper Burkhardt reduced its Vanguard Health Care ETF (VHT) stake by 9.4% in Q1 2026, selling an estimated $107K and leaving 3,600 shares worth $980K. The position accounts for 0.33% of the portfolio, ranked #36.

Goepper Burkhardt first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.29M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Goepper Burkhardt held 3,600 shares of Vanguard Health Care ETF worth $980K as of Q1 2026.
  • Goepper Burkhardt sold 375 Vanguard Health Care ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Health Care ETF made up 0.33% of Goepper Burkhardt's portfolio in Q1 2026, its #36 holding.
  • Goepper Burkhardt first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Vanguard Health Care ETF position peaked at $8.29M in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.