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 Q3	$5.54M	Sell	17,516 -18	-0.1%	-$5.64K	0.13%	111
2026 Q2	$5.24M	Sell	17,534 -506	-3%	-$141K	0.13%	121
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 24.08% 1-Year Est. Return

Robertson Stephens Wealth Management's VHT Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.1% in Q3 2026, selling an estimated $5.64K and leaving 17,516 shares worth $5.54M. The position accounts for 0.13% of the portfolio, ranked #111.

Robertson Stephens Wealth Management first reported a position in VHT in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.16M in Q3 2024. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Robertson Stephens Wealth Management held 17,516 shares of Vanguard Health Care ETF worth $5.54M as of Q3 2026.
Robertson Stephens Wealth Management sold 18 Vanguard Health Care ETF shares in Q3 2026, an estimated $5.64K.
Vanguard Health Care ETF made up 0.13% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #111 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 11 quarters since.
Robertson Stephens Wealth Management's Vanguard Health Care ETF position peaked at $9.16M in Q3 2024.
702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.