Ridgewood Investments’s Vanguard Health Care ETF VHT Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-27	Closed	-$6.71K	–	671
2025 Q2	$6.71K	Hold	27	–	–	﹤0.01%	566
2025 Q1	$7.15K	Hold	27	–	–	﹤0.01%	520
2024 Q4	$6.85K	Hold	27	–	–	﹤0.01%	540
2024 Q3	$7.62K	Hold	27	–	–	﹤0.01%	547
2024 Q2	$7.18K	Buy	+27	New	+$7.08K	﹤0.01%	546
2023 Q3	–	Sell	-27	Closed	-$6.61K	–	747
2023 Q2	$6.61K	Hold	27	–	–	﹤0.01%	557
2023 Q1	$6.44K	Buy	+27	New	+$6.5K	﹤0.01%	565

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ridgewood Investments's VHT Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 27 shares — an estimated $6.71K sold.

Ridgewood Investments first reported a position in VHT in Q1 2023 and held it in 7 quarters. The position peaked at $7.62K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Ridgewood Investments reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 27 Vanguard Health Care ETF shares in Q3 2025, an estimated $6.71K.
Ridgewood Investments first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Vanguard Health Care ETF position peaked at $7.62K in Q3 2024.
1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.