Robertson Stephens Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Robertson Stephens Wealth Management’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	$4.91M	Sell	18,040 -307	-2%	-$87.8K	0.14%	126
2025 Q4	$5.28M	Sell	18,347 -339	-2%	-$94.7K	0.14%	119
2025 Q3	$4.85M	Sell	18,686 -944	-5%	-$237K	0.15%	105
2025 Q2	$4.87M	Sell	19,630 -1,942	-9%	-$480K	0.16%	107
2025 Q1	$5.71M	Sell	21,572 -2,075	-9%	-$553K	0.2%	94
2024 Q4	$6M	Sell	23,647 -8,667	-27%	-$2.34M	0.21%	95
2024 Q3	$9.16M	Buy	32,314 +22,907	+244%	+$6.36M	0.33%	67
2024 Q2	$2.51M	Buy	9,407 +73	+0.8%	+$19.1K	0.13%	130
2024 Q1	$2.53M	Buy	+9,334	New	+$2.45M	0.13%	133

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

Robertson Stephens Wealth Management's VHT Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.7% in Q1 2026, selling an estimated $87.8K and leaving 18,040 shares worth $4.91M. The position accounts for 0.14% of the portfolio, ranked #126.

Robertson Stephens Wealth Management first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.16M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Robertson Stephens Wealth Management held 18,040 shares of Vanguard Health Care ETF worth $4.91M as of Q1 2026.
Robertson Stephens Wealth Management sold 307 Vanguard Health Care ETF shares in Q1 2026, an estimated $87.8K.
Vanguard Health Care ETF made up 0.14% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #126 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's Vanguard Health Care ETF position peaked at $9.16M in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.