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

&Partners's VHT Position: Q1 2026 in Review

&Partners increased its Vanguard Health Care ETF (VHT) stake by 2.5% in Q1 2026, buying an estimated $61.7K and bringing the position to 8,693 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #830.

&Partners first reported a position in VHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • &Partners held 8,693 shares of Vanguard Health Care ETF worth $2.37M as of Q1 2026.
  • &Partners bought 216 Vanguard Health Care ETF shares in Q1 2026, an estimated $61.7K.
  • Vanguard Health Care ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #830 holding.
  • &Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Vanguard Health Care ETF position peaked at $2.44M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.