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 Q2	$774K	Sell	2,587 -66	-2%	-$18.3K	0.03%	135
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 $1.55T 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

Obermeyer Wealth Partners's VHT Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Health Care ETF (VHT) stake by 2.5% in Q2 2026, selling an estimated $18.3K and leaving 2,587 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #135.

Obermeyer Wealth Partners first reported a position in VHT in Q3 2020 and has held it in 8 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Obermeyer Wealth Partners held 2,587 shares of Vanguard Health Care ETF worth $774K as of Q2 2026.
Obermeyer Wealth Partners sold 66 Vanguard Health Care ETF shares in Q2 2026, an estimated $18.3K.
Vanguard Health Care ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #135 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 8 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.