Obsidian Personal Planning Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$4.8M	Buy	17,744 +522	+3%	+$131K	1.67%	19
2025 Q2	$4.28M	Buy	17,222 +503	+3%	+$124K	1.73%	18
2025 Q1	$4.28M	Buy	+16,719	New	+$4.45M	1.91%	18
2023 Q4	–	Sell	-9,252	Closed	-$2.18M	–	85
2023 Q3	$2.18M	Sell	9,252 -50	-0.5%	-$12.2K	1.86%	17
2023 Q2	$2.28M	Buy	9,302 +3	+0%	+$730	2.8%	11
2023 Q1	$2.22M	Sell	9,299 -121	-1%	-$29.1K	3.23%	11
2022 Q4	$2.34M	Buy	9,420 +865	+10%	+$210K	3.75%	11
2022 Q3	$1.91M	Sell	8,555 -33	-0.4%	-$7.88K	3.5%	11
2022 Q2	$2.02M	Buy	+8,588	New	+$2.07M	3.45%	10

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Obsidian Personal Planning Solutions's VHT Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Vanguard Health Care ETF (VHT) stake by 3% in Q3 2025, buying an estimated $131K and bringing the position to 17,744 shares worth $4.8M. The position accounts for 1.67% of the portfolio, ranked #19.

Obsidian Personal Planning Solutions first reported a position in VHT in Q2 2022 and has held it in 9 quarters since. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Obsidian Personal Planning Solutions held 17,744 shares of Vanguard Health Care ETF worth $4.8M as of Q3 2025.
Obsidian Personal Planning Solutions bought 522 Vanguard Health Care ETF shares in Q3 2025, an estimated $131K.
Vanguard Health Care ETF made up 1.67% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #19 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 9 quarters since.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.