Root Financial Partners
VHT icon

Root Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Root Financial 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 		$254K Buy
+805
New +$252K 0.01% 356
2026
Q2 		– Sell
-82
Closed -$22.4K – 3086
2026
Q1 		$22.4K Sell
82
-45
-35% -$12.9K ﹤0.01% 1253
2025
Q4 		$36.6K Buy
+127
New +$35.5K ﹤0.01% 848

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Root Financial Partners's VHT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 805 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VHT as recently as Q1 2026.

Root Financial Partners first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Root Financial Partners held 805 shares of Vanguard Health Care ETF worth $254K as of Q3 2026.
  • Vanguard Health Care ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard Health Care ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #356 holding.
  • Root Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.