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HM Payson & Co’s Vanguard Health Care ETF VHT Stock Holding History

HM Payson & Co’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 		$337K Sell
1,128
-105
-9% -$29.2K ﹤0.01% 355
2026
Q1 		$336K Hold
1,233
– – ﹤0.01% 354
2025
Q4 		$355K Hold
1,233
– – 0.01% 343
2025
Q3 		$320K Hold
1,233
– – ﹤0.01% 357
2025
Q2 		$306K Sell
1,233
-1,425
-54% -$352K ﹤0.01% 351
2025
Q1 		$704K Hold
2,658
– – 0.01% 246
2024
Q4 		$674K Buy
2,658
+105
+4% +$28.3K 0.01% 250
2024
Q3 		$720K Hold
2,553
– – 0.01% 249
2024
Q2 		$679K Hold
2,553
– – 0.01% 243
2024
Q1 		$691K Hold
2,553
– – 0.01% 248
2023
Q4 		$640K Sell
2,553
-117
-4% -$27.7K 0.01% 248
2023
Q3 		$628K Hold
2,670
– – 0.01% 242
2023
Q2 		$654K Hold
2,670
– – 0.01% 237
2023
Q1 		$637K Buy
2,670
+117
+5% +$28.2K 0.02% 230
2022
Q4 		$633K Hold
2,553
– – 0.02% 224
2022
Q3 		$571K Hold
2,553
– – 0.02% 232
2022
Q2 		$601K Hold
2,553
– – 0.02% 235
2022
Q1 		$649K Hold
2,553
– – 0.01% 241
2021
Q4 		$680K Hold
2,553
– – 0.01% 248
2021
Q3 		$631K Hold
2,553
– – 0.02% 250
2021
Q2 		$631K Hold
2,553
– – 0.02% 248
2021
Q1 		$584K Hold
2,553
– – 0.02% 257
2020
Q4 		$571K Hold
2,553
– – 0.02% 256
2020
Q3 		$521K Hold
2,553
– – 0.02% 246
2020
Q2 		$492K Hold
2,553
– – 0.02% 231
2020
Q1 		$424K Buy
2,553
+129
+5% +$23.6K 0.02% 232
2019
Q4 		$465K Hold
2,424
– – 0.01% 270
2019
Q3 		$406K Hold
2,424
– – 0.01% 284
2019
Q2 		$422K Buy
+2,424
New +$409K 0.02% 283
2018
Q4 		– Sell
-2,822
Closed -$509K – 317
2018
Q3 		$509K Sell
2,822
-272
-9% -$46.8K 0.02% 224
2018
Q2 		$492K Sell
3,094
-182
-6% -$28.6K 0.02% 229
2018
Q1 		$503K Buy
3,276
+75
+2% +$12K 0.02% 229
2017
Q4 		$493K Sell
3,201
-250
-7% -$38.4K 0.02% 241
2017
Q3 		$526K Buy
3,451
+1,425
+70% +$213K 0.02% 229
2017
Q2 		$299K Buy
2,026
+86
+4% +$12.2K 0.01% 277
2017
Q1 		$267K Buy
1,940
+262
+16% +$35.3K 0.01% 288
2016
Q4 		$213K Buy
+1,678
New +$214K 0.01% 310

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HM Payson & Co's VHT Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard Health Care ETF (VHT) stake by 8.5% in Q2 2026, selling an estimated $29.2K and leaving 1,128 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

HM Payson & Co first reported a position in VHT in Q4 2016 and has held it in 37 quarters since. The position peaked at $720K in Q3 2024. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • HM Payson & Co held 1,128 shares of Vanguard Health Care ETF worth $337K as of Q2 2026.
  • HM Payson & Co sold 105 Vanguard Health Care ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard Health Care ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #355 holding.
  • HM Payson & Co first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 37 quarters since.
  • HM Payson & Co's Vanguard Health Care ETF position peaked at $720K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.