Peachtree Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

Peachtree Investment 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	$11.1K	Hold	41	–	–	﹤0.01%	119
2025 Q4	$11.7K	Hold	41	–	–	﹤0.01%	117
2025 Q3	$10.6K	Hold	41	–	–	﹤0.01%	118
2025 Q2	$10.1K	Hold	41	–	–	﹤0.01%	117
2025 Q1	$10.8K	Hold	41	–	–	﹤0.01%	112
2024 Q4	$10.3K	Hold	41	–	–	﹤0.01%	99
2024 Q3	$11.5K	Hold	41	–	–	﹤0.01%	101
2024 Q2	$10.8K	Hold	41	–	–	﹤0.01%	90
2024 Q1	$11K	Hold	41	–	–	﹤0.01%	90
2023 Q4	$10.2K	Hold	41	–	–	﹤0.01%	96
2023 Q3	$9.55K	Sell	41 -4	-9%	-$975	﹤0.01%	94
2023 Q2	$11.1K	Buy	+45	New	+$10.9K	0.01%	103
2022 Q3	–	Sell	-45	Closed	-$11K	–	98
2022 Q2	$11K	Hold	45	–	–	0.01%	92
2022 Q1	$11K	Sell	45 -3	-6%	-$741	0.01%	98
2021 Q4	$13K	Buy	48 +4	+9%	+$1.02K	0.01%	99
2021 Q3	$11K	Hold	44	–	–	0.01%	88
2021 Q2	$11K	Hold	44	–	–	0.01%	91
2021 Q1	$10K	Sell	44 -1	-2%	-$229	0.01%	89
2020 Q4	$10K	Buy	45 +1	+2%	+$214	0.01%	84
2020 Q3	$9K	Hold	44	–	–	0.01%	74
2020 Q2	$8K	Buy	+44	New	+$8.26K	0.01%	70

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Peachtree Investment Partners's VHT Position: Q1 2026 in Review

Peachtree Investment Partners held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 41 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Peachtree Investment Partners first reported a position in VHT in Q2 2020 and has held it in 21 quarters since. The position peaked at $13K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Peachtree Investment Partners held 41 shares of Vanguard Health Care ETF worth $11.1K as of Q1 2026.
Peachtree Investment Partners left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #119 holding.
Peachtree Investment Partners first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 21 quarters since.
Peachtree Investment Partners's Vanguard Health Care ETF position peaked at $13K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.