Great Diamond Partners’s Vanguard Health Care ETF VHT Stock Holding History

Great Diamond 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	$1.01M	Buy	+3,387	New	+$942K	0.17%	124

Other funds holding VHT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Great Diamond Partners's VHT Position: Q2 2026 in Review

Great Diamond Partners opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 3,387 shares worth $1.01M. The stake represents 0.17% of the portfolio and ranks #124 among its holdings.

539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Great Diamond Partners held 3,387 shares of Vanguard Health Care ETF worth $1.01M as of Q2 2026.
Vanguard Health Care ETF was a new Great Diamond Partners position in Q2 2026.
Vanguard Health Care ETF made up 0.17% of Great Diamond Partners's portfolio in Q2 2026, its #124 holding.
539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.