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

&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 		$2.55M Sell
8,517
-176
-2% -$48.9K 0.01% 901
2026
Q1 		$2.37M Buy
8,693
+216
+3% +$61.7K 0.01% 830
2025
Q4 		$2.44M Buy
8,477
+1,951
+30% +$545K 0.01% 775
2025
Q3 		$1.69M Sell
6,526
-836
-11% -$210K 0.01% 832
2025
Q2 		$1.83M Buy
7,362
+668
+10% +$165K 0.01% 710
2025
Q1 		$1.76M Sell
6,694
-107
-2% -$28.5K 0.02% 592
2024
Q4 		$1.74M Sell
6,801
-17
-0.2% -$4.58K 0.02% 556
2024
Q3 		$1.92M Buy
6,818
+4,083
+149% +$1.13M 0.04% 374
2024
Q2 		$728K Buy
+2,735
New +$717K 0.03% 429

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's VHT Position: Q2 2026 in Review

&Partners reduced its Vanguard Health Care ETF (VHT) stake by 2% in Q2 2026, selling an estimated $48.9K and leaving 8,517 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #901.

&Partners first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • &Partners held 8,517 shares of Vanguard Health Care ETF worth $2.55M as of Q2 2026.
  • &Partners sold 176 Vanguard Health Care ETF shares in Q2 2026, an estimated $48.9K.
  • Vanguard Health Care ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #901 holding.
  • &Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.