Rice Partnership’s Vanguard Health Care ETF VHT Stock Holding History

Rice Partnership’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	$149K	Hold	548	–	–	0.02%	120
2025 Q4	$158K	Hold	548	–	–	0.02%	120
2025 Q3	$142K	Hold	548	–	–	0.02%	123
2025 Q2	$136K	Sell	548 -11	-2%	-$2.72K	0.02%	118
2025 Q1	$148K	Hold	559	–	–	0.03%	104
2024 Q4	$142K	Hold	559	–	–	0.03%	110
2024 Q3	$158K	Hold	559	–	–	0.03%	109
2024 Q2	$149K	Buy	+559	New	+$147K	0.03%	104
2023 Q3	–	Sell	-787	Closed	-$193K	–	144
2023 Q2	$193K	Buy	+787	New	+$191K	0.05%	97

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

Rice Partnership's VHT Position: Q1 2026 in Review

Rice Partnership held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 548 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #120.

Rice Partnership first reported a position in VHT in Q2 2023 and has held it in 9 quarters since. The position peaked at $193K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Rice Partnership held 548 shares of Vanguard Health Care ETF worth $149K as of Q1 2026.
Rice Partnership left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of Rice Partnership's portfolio in Q1 2026, its #120 holding.
Rice Partnership first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 9 quarters since.
Rice Partnership's Vanguard Health Care ETF position peaked at $193K in Q2 2023.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.