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

Ridgecrest 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 Q3	$588K	Buy	1,861 +1	+0.1%	+$313	0.27%	54
2026 Q2	$556K	Buy	1,860 +424	+30%	+$118K	0.27%	56
2026 Q1	$391K	Hold	1,436	–	–	0.22%	65
2025 Q4	$413K	Buy	1,436 +1	+0.1%	+$279	0.22%	62
2025 Q3	$373K	Hold	1,435	–	–	0.17%	73
2025 Q2	$356K	Buy	1,435 +339	+31%	+$83.8K	0.19%	70
2025 Q1	$290K	Buy	+1,096	New	+$292K	0.15%	86

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ridgecrest Wealth Partners's VHT Position: Q3 2026 in Review

Ridgecrest Wealth Partners increased its Vanguard Health Care ETF (VHT) stake by 0.05% in Q3 2026, buying an estimated $313 and bringing the position to 1,861 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #54.

Ridgecrest Wealth Partners first reported a position in VHT in Q1 2025 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Ridgecrest Wealth Partners held 1,861 shares of Vanguard Health Care ETF worth $588K as of Q3 2026.
Ridgecrest Wealth Partners bought 1 Vanguard Health Care ETF share in Q3 2026, an estimated $313.
Vanguard Health Care ETF made up 0.27% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #54 holding.
Ridgecrest Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.