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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
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

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

James Hambro & Partners's VHT Position: Q1 2026 in Review

James Hambro & Partners held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,930 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #41.

James Hambro & Partners first reported a position in VHT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.18M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • James Hambro & Partners held 1,930 shares of Vanguard Health Care ETF worth $526K as of Q1 2026.
  • James Hambro & Partners left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of James Hambro & Partners's portfolio in Q1 2026, its #41 holding.
  • James Hambro & Partners first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 24 quarters since.
  • James Hambro & Partners's Vanguard Health Care ETF position peaked at $1.18M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on James Hambro & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.