Quotient Wealth Partners
VHT icon

Quotient Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Quotient Wealth 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 		– Sell
-757
Closed -$206K – 427
2026
Q1 		$206K Hold
757
– – 0.01% 352
2025
Q4 		$218K Buy
+757
New +$211K 0.01% 325

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UBS Group
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PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Clal Insurance
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
Everett Harris & Co
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 22.9% 1-Year Est. Return

Quotient Wealth Partners's VHT Position: Q2 2026 in Review

Quotient Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 757 shares — an estimated $206K sold.

Quotient Wealth Partners first reported a position in VHT in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Quotient Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 757 Vanguard Health Care ETF shares in Q2 2026, an estimated $206K.
  • Quotient Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2025 and held it in 2 quarters.
  • Quotient Wealth Partners's Vanguard Health Care ETF position peaked at $218K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.