McDonald Partners’s Vanguard Health Care ETF VHT Stock Holding History

McDonald 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	$7.77K	Buy	+26	New	+$7.23K	﹤0.01%	501
2022 Q3	–	Sell	-2,211	Closed	-$521K	–	283
2022 Q2	$521K	Buy	2,211 +20	+0.9%	+$4.82K	0.13%	175
2022 Q1	$557K	Sell	2,191 -8,752	-80%	-$2.16M	0.12%	188
2021 Q4	$2.92M	Buy	10,943 +9,801	+858%	+$2.5M	2.7%	9
2021 Q3	$282K	Hold	1,142	–	–	0.07%	252
2021 Q2	$282K	Buy	1,142 +20	+2%	+$4.78K	0.07%	252
2021 Q1	$257K	Buy	1,122 +50	+5%	+$11.5K	0.07%	248
2020 Q4	$240K	Buy	+1,072	New	+$229K	0.07%	245

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McDonald Partners's VHT Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 26 shares worth $7.77K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: McDonald Partners previously reported a position in VHT as recently as Q2 2022.

McDonald Partners first reported a position in VHT in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.92M in Q4 2021. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

McDonald Partners held 26 shares of Vanguard Health Care ETF worth $7.77K as of Q2 2026.
Vanguard Health Care ETF was a new McDonald Partners position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #501 holding.
McDonald Partners first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's Vanguard Health Care ETF position peaked at $2.92M in Q4 2021.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.