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

NorthRock 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 		– Sell
-704
Closed -$203K – 722
2025
Q4 		$203K Sell
704
-1,441
-67% -$403K ﹤0.01% 580
2025
Q3 		$557K Buy
2,145
+79
+4% +$19.8K 0.01% 500
2025
Q2 		$513K Hold
2,066
– – 0.01% 393
2025
Q1 		$547K Buy
2,066
+36
+2% +$9.59K 0.02% 332
2024
Q4 		$515K Sell
2,030
-53
-3% -$14.3K 0.02% 349
2024
Q3 		$590K Buy
2,083
+50
+2% +$13.9K 0.02% 325
2024
Q2 		$543K Sell
2,033
-145
-7% -$38K 0.02% 322
2024
Q1 		$589K Buy
2,178
+110
+5% +$28.9K 0.02% 314
2023
Q4 		$518K Buy
2,068
+353
+21% +$83.6K 0.02% 314
2023
Q3 		$403K Sell
1,715
-58
-3% -$14.1K 0.04% 189
2023
Q2 		$434K Buy
1,773
+421
+31% +$102K 0.05% 157
2023
Q1 		$322K Hold
1,352
– – 0.03% 212
2022
Q4 		$335K Buy
1,352
+146
+12% +$35.4K 0.04% 225
2022
Q3 		$270K Buy
1,206
+4
+0.3% +$955 0.03% 224
2022
Q2 		$283K Hold
1,202
– – 0.03% 229
2022
Q1 		$306K Sell
1,202
-121
-9% -$29.9K 0.03% 240
2021
Q4 		$352K Sell
1,323
-5
-0.4% -$1.27K 0.03% 214
2021
Q3 		$328K Buy
1,328
+5
+0.4% +$1.28K 0.03% 201
2021
Q2 		$327K Hold
1,323
– – 0.03% 187
2021
Q1 		$303K Sell
1,323
-124
-9% -$28.4K 0.03% 173
2020
Q4 		$324K Sell
1,447
-16
-1% -$3.42K 0.03% 167
2020
Q3 		$299K Buy
1,463
+15
+1% +$3.04K 0.03% 162
2020
Q2 		$279K Buy
1,448
+1
+0.1% +$188 0.03% 164
2020
Q1 		$240K Sell
1,447
-217
-13% -$39.6K 0.03% 165
2019
Q4 		$319K Buy
1,664
+23
+1% +$4.12K 0.03% 197
2019
Q3 		$275K Buy
+1,641
New +$281K 0.04% 177

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

NorthRock Partners's VHT Position: Q1 2026 in Review

NorthRock Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 704 shares — an estimated $203K sold.

NorthRock Partners first reported a position in VHT in Q3 2019 and held it in 26 quarters. The position peaked at $590K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • NorthRock Partners reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • NorthRock Partners sold 704 Vanguard Health Care ETF shares in Q1 2026, an estimated $203K.
  • NorthRock Partners first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 26 quarters.
  • NorthRock Partners's Vanguard Health Care ETF position peaked at $590K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.