Grandfield & Dodd’s Vanguard Health Care ETF VHT Stock Holding History

Grandfield & Dodd’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	$1.66M	Hold	6,090	–	–	0.09%	94
2025 Q4	$1.67M	Buy	6,090 +3,045	+100%	+$851K	0.09%	96
2025 Q3	$790K	Hold	3,045	–	–	0.04%	117
2025 Q2	$756K	Hold	3,045	–	–	0.04%	118
2025 Q1	$806K	Hold	3,045	–	–	0.05%	112
2024 Q4	$772K	Hold	3,045	–	–	0.05%	116
2024 Q3	$859K	Hold	3,045	–	–	0.05%	115
2024 Q2	$810K	Hold	3,045	–	–	0.05%	117
2024 Q1	$824K	Hold	3,045	–	–	0.05%	116
2023 Q4	$763K	Hold	3,045	–	–	0.05%	114
2023 Q3	$716K	Hold	3,045	–	–	0.05%	120
2023 Q2	$745K	Hold	3,045	–	–	0.05%	120
2023 Q1	$726K	Hold	3,045	–	–	0.05%	121
2022 Q4	$755K	Hold	3,045	–	–	0.06%	118
2022 Q3	$680K	Hold	3,045	–	–	0.06%	116
2022 Q2	$720K	Hold	3,045	–	–	0.06%	114
2022 Q1	$770K	Hold	3,045	–	–	0.05%	120
2021 Q4	$810K	Hold	3,045	–	–	0.05%	115
2021 Q3	$750K	Hold	3,045	–	–	0.05%	115
2021 Q2	$750K	Hold	3,045	–	–	0.05%	114
2021 Q1	$700K	Hold	3,045	–	–	0.05%	116
2020 Q4	$680K	Hold	3,045	–	–	0.05%	115
2020 Q3	$620K	Buy	+3,045	New	+$616K	0.06%	114

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grandfield & Dodd's VHT Position: Q1 2026 in Review

Grandfield & Dodd held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 6,090 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #94.

Grandfield & Dodd first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Grandfield & Dodd held 6,090 shares of Vanguard Health Care ETF worth $1.66M as of Q1 2026.
Grandfield & Dodd left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.09% of Grandfield & Dodd's portfolio in Q1 2026, its #94 holding.
Grandfield & Dodd first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
Grandfield & Dodd's Vanguard Health Care ETF position peaked at $1.67M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.