James Hambro & Partners’s Vanguard Health Care ETF VHT Stock Holding History

James Hambro & 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 Q3	$616K	Hold	1,950	–	–	0.02%	47
2026 Q2	$583K	Buy	1,950 +20	+1%	+$5.56K	0.02%	46
2026 Q1	$526K	Hold	1,930	–	–	0.02%	41
2025 Q4	$555K	Sell	1,930 -385	-17%	-$108K	0.02%	40
2025 Q3	$601K	Sell	2,315 -1,600	-41%	-$401K	0.02%	38
2025 Q2	$972K	Sell	3,915 -550	-12%	-$136K	0.04%	30
2025 Q1	$1.18M	Buy	4,465 +2,200	+97%	+$586K	0.05%	29
2024 Q4	$575K	Hold	2,265	–	–	0.02%	43
2024 Q3	$639K	Hold	2,265	–	–	0.03%	39
2024 Q2	$603K	Hold	2,265	–	–	0.03%	38
2024 Q1	$613K	Hold	2,265	–	–	0.03%	38
2023 Q4	$568K	Sell	2,265 -650	-22%	-$154K	0.03%	36
2023 Q3	$685K	Hold	2,915	–	–	0.04%	36
2023 Q2	$714K	Hold	2,915	–	–	0.05%	37
2023 Q1	$695K	Hold	2,915	–	–	0.05%	41
2022 Q4	$723K	Sell	2,915 -850	-23%	-$206K	0.06%	38
2022 Q3	$841K	Buy	3,765 +1,500	+66%	+$358K	0.07%	33
2022 Q2	$534K	Hold	2,265	–	–	0.04%	44
2022 Q1	$577K	Hold	2,265	–	–	0.04%	42
2021 Q4	$604K	Hold	2,265	–	–	0.04%	43
2021 Q3	$560K	Buy	2,265 +965	+74%	+$248K	0.04%	48
2021 Q2	$321K	Hold	1,300	–	–	0.03%	73
2021 Q1	$297K	Hold	1,300	–	–	0.03%	78
2020 Q4	$291K	Hold	1,300	–	–	0.03%	71
2020 Q3	$265K	Hold	1,300	–	–	0.04%	48
2020 Q2	$251K	Buy	+1,300	New	+$244K	0.04%	49

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

James Hambro & Partners's VHT Position: Q3 2026 in Review

James Hambro & Partners held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,950 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #47.

James Hambro & Partners first reported a position in VHT in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2025. 509 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

James Hambro & Partners held 1,950 shares of Vanguard Health Care ETF worth $616K as of Q3 2026.
James Hambro & Partners left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.02% of James Hambro & Partners's portfolio in Q3 2026, its #47 holding.
James Hambro & Partners first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 26 quarters since.
James Hambro & Partners's Vanguard Health Care ETF position peaked at $1.18M in Q1 2025.
509 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.