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

RWA 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
Q2 		$2.23M Buy
7,464
+477
+7% +$133K 0.02% 257
2026
Q1 		$1.9M Sell
6,987
-495
-7% -$142K 0.02% 265
2025
Q4 		$2.15M Buy
7,482
+1,253
+20% +$350K 0.02% 249
2025
Q3 		$1.62M Sell
6,229
-99
-2% -$24.8K 0.02% 287
2025
Q2 		$1.57M Sell
6,328
-5,376
-46% -$1.33M 0.02% 275
2025
Q1 		$3.1M Sell
11,704
-498
-4% -$133K 0.04% 195
2024
Q4 		$3.1M Buy
12,202
+107
+0.9% +$28.8K 0.04% 202
2024
Q3 		$3.41M Sell
12,095
-95
-0.8% -$26.4K 0.04% 199
2024
Q2 		$3.24M Sell
12,190
-151
-1% -$39.6K 0.04% 187
2024
Q1 		$3.34M Sell
12,341
-209
-2% -$54.9K 0.04% 184
2023
Q4 		$3.15M Buy
12,550
+1,449
+13% +$343K 0.04% 179
2023
Q3 		$2.61M Buy
11,101
+1,533
+16% +$374K 0.06% 118
2023
Q2 		$2.34M Buy
9,568
+1,037
+12% +$252K 0.05% 117
2023
Q1 		$2.03M Sell
8,531
-589
-6% -$142K 0.05% 100
2022
Q4 		$2.26M Sell
9,120
-7,440
-45% -$1.8M 0.06% 101
2022
Q3 		$3.7M Sell
16,560
-637
-4% -$152K 0.26% 73
2022
Q2 		$4.05M Buy
17,197
+2,003
+13% +$483K 0.27% 72
2022
Q1 		$3.87M Buy
15,194
+3,195
+27% +$789K 0.25% 81
2021
Q4 		$3.2M Buy
11,999
+102
+0.9% +$26K 0.21% 87
2021
Q3 		$2.94M Buy
11,897
+193
+2% +$49.5K 0.22% 86
2021
Q2 		$2.89M Buy
11,704
+364
+3% +$87K 0.22% 84
2021
Q1 		$2.59M Sell
11,340
-13,635
-55% -$3.13M 0.21% 88
2020
Q4 		$5.59M Buy
24,975
+13,626
+120% +$2.91M 0.5% 55
2020
Q3 		$2.31M Buy
11,349
+213
+2% +$43.1K 0.24% 78
2020
Q2 		$2.15M Buy
11,136
+144
+1% +$27K 0.26% 74
2020
Q1 		$1.83M Sell
10,992
-4,053
-27% -$740K 0.26% 73
2019
Q4 		$2.88M Sell
15,045
-102
-0.7% -$18.3K 0.29% 77
2019
Q3 		$2.54M Sell
15,147
-70
-0.5% -$12K 0.27% 85
2019
Q2 		$2.65M Sell
15,217
-194
-1% -$32.7K 0.28% 81
2019
Q1 		$2.66M Buy
15,411
+558
+4% +$94.6K 0.3% 82
2018
Q4 		$2.38M Buy
14,853
+12,688
+586% +$2.15M 0.31% 75
2018
Q3 		$391K Sell
2,165
-163
-7% -$28K 0.04% 167
2018
Q2 		$371K Buy
2,328
+771
+50% +$121K 0.04% 176
2018
Q1 		$239K Sell
1,557
-63
-4% -$10.1K 0.03% 180
2017
Q4 		$250K Sell
1,620
-828
-34% -$127K 0.03% 207
2017
Q3 		$373K Buy
2,448
+5
+0.2% +$746 0.04% 172
2017
Q2 		$360K Sell
2,443
-13
-0.5% -$1.84K 0.04% 147
2017
Q1 		$338K Buy
2,456
+473
+24% +$63.7K 0.04% 147
2016
Q4 		$251K Buy
+1,983
New +$253K 0.23% 41

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWA Wealth Partners's VHT Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Health Care ETF (VHT) stake by 6.8% in Q2 2026, buying an estimated $133K and bringing the position to 7,464 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #257.

RWA Wealth Partners first reported a position in VHT in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.59M in Q4 2020. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • RWA Wealth Partners held 7,464 shares of Vanguard Health Care ETF worth $2.23M as of Q2 2026.
  • RWA Wealth Partners bought 477 Vanguard Health Care ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Health Care ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #257 holding.
  • RWA Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 39 quarters since.
  • RWA Wealth Partners's Vanguard Health Care ETF position peaked at $5.59M in Q4 2020.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.