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

ORG 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
2025
Q4 		$19.9K Sell
69
-3
-4% -$838 ﹤0.01% 806
2025
Q3 		$18.7K Hold
72
– – ﹤0.01% 818
2025
Q2 		$18.1K Sell
72
-147
-67% -$36.3K ﹤0.01% 783
2025
Q1 		$56.9K Buy
+219
New +$58.3K 0.01% 465

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ORG Partners's VHT Position: Q4 2025 in Review

ORG Partners reduced its Vanguard Health Care ETF (VHT) stake by 4.2% in Q4 2025, selling an estimated $838 and leaving 69 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

ORG Partners first reported a position in VHT in Q1 2025 and has held it in 4 quarters since. The position peaked at $56.9K in Q1 2025. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • ORG Partners held 69 shares of Vanguard Health Care ETF worth $19.9K as of Q4 2025.
  • ORG Partners sold 3 Vanguard Health Care ETF shares in Q4 2025, an estimated $838.
  • Vanguard Health Care ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #806 holding.
  • ORG Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Vanguard Health Care ETF position peaked at $56.9K in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.