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

Patten & Patten’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 		$500K Hold
1,671
– – 0.03% 250
2026
Q1 		$455K Buy
1,671
+1
+0.1% +$286 0.03% 249
2025
Q4 		$481K Buy
1,670
+48
+3% +$13.4K 0.03% 245
2025
Q3 		$421K Sell
1,622
-100
-6% -$25.1K 0.02% 259
2025
Q2 		$428K Hold
1,722
– – 0.03% 240
2025
Q1 		$456K Buy
1,722
+1
+0.1% +$266 0.03% 233
2024
Q4 		$437K Hold
1,721
– – 0.03% 233
2024
Q3 		$486K Hold
1,721
– – 0.03% 221
2024
Q2 		$458K Hold
1,721
– – 0.03% 223
2024
Q1 		$465K Hold
1,721
– – 0.03% 223
2023
Q4 		$431K Buy
1,721
+1
+0.1% +$237 0.04% 207
2023
Q3 		$404K Hold
1,720
– – 0.04% 206
2023
Q2 		$421K Sell
1,720
-74
-4% -$18K 0.03% 206
2023
Q1 		$428K Buy
1,794
+91
+5% +$21.9K 0.04% 200
2022
Q4 		$422K Buy
1,703
+1
+0.1% +$242 0.04% 199
2022
Q3 		$381K Hold
1,702
– – 0.04% 210
2022
Q2 		$401K Hold
1,702
– – 0.04% 211
2022
Q1 		$433K Hold
1,702
– – 0.03% 216
2021
Q4 		$453K Buy
1,702
+1
+0.1% +$255 0.03% 214
2021
Q3 		$421K Hold
1,701
– – 0.03% 217
2021
Q2 		$420K Buy
1,701
+131
+8% +$31.3K 0.03% 216
2021
Q1 		$359K Hold
1,570
– – 0.03% 218
2020
Q4 		$351K Buy
+1,570
New +$336K 0.03% 210
2019
Q4 		– Sell
-1,345
Closed -$226K – 245
2019
Q3 		$226K Hold
1,345
– – 0.02% 221
2019
Q2 		$234K Buy
+1,345
New +$227K 0.03% 222
2018
Q1 		– Sell
-1,530
Closed -$236K – 240
2017
Q4 		$236K Hold
1,530
– – 0.02% 223
2017
Q3 		$233K Hold
1,530
– – 0.02% 229
2017
Q2 		$225K Buy
+1,530
New +$216K 0.02% 233

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

Patten & Patten's VHT Position: Q2 2026 in Review

Patten & Patten held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,671 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #250.

Patten & Patten first reported a position in VHT in Q2 2017 and has held it in 28 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Patten & Patten held 1,671 shares of Vanguard Health Care ETF worth $500K as of Q2 2026.
  • Patten & Patten left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #250 holding.
  • Patten & Patten first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 28 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.