Obermeyer Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Obermeyer Wealth 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	$723K	Hold	2,653	–	–	0.03%	139
2025 Q4	$764K	Buy	+2,653	New	+$741K	0.03%	139
2021 Q4	–	Sell	-1,100	Closed	-$272K	–	239
2021 Q3	$272K	Hold	1,100	–	–	0.02%	176
2021 Q2	$272K	Hold	1,100	–	–	0.02%	179
2021 Q1	$252K	Hold	1,100	–	–	0.02%	175
2020 Q4	$246K	Hold	1,100	–	–	0.02%	130
2020 Q3	$224K	Buy	+1,100	New	+$223K	0.02%	131

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's VHT Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,653 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #139.

Obermeyer Wealth Partners first reported a position in VHT in Q3 2020 and has held it in 7 quarters since. The position peaked at $764K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Obermeyer Wealth Partners held 2,653 shares of Vanguard Health Care ETF worth $723K as of Q1 2026.
Obermeyer Wealth Partners left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #139 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 7 quarters since.
Obermeyer Wealth Partners's Vanguard Health Care ETF position peaked at $764K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.