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

Shepherd 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
Q1 		$327K Hold
1,201
– – 0.03% 194
2025
Q4 		$346K Hold
1,201
– – 0.03% 193
2025
Q3 		$312K Hold
1,201
– – 0.03% 201
2025
Q2 		$298K Hold
1,201
– – 0.03% 200
2025
Q1 		$318K Hold
1,201
– – 0.04% 179
2024
Q4 		$305K Hold
1,201
– – 0.04% 177
2024
Q3 		$339K Hold
1,201
– – 0.04% 167
2024
Q2 		$319K Hold
1,201
– – 0.04% 177
2024
Q1 		$325K Hold
1,201
– – 0.04% 177
2023
Q4 		$301K Hold
1,201
– – 0.04% 177
2023
Q3 		$282K Hold
1,201
– – 0.04% 165
2023
Q2 		$294K Sell
1,201
-400
-25% -$97.3K 0.05% 160
2023
Q1 		$382K Hold
1,601
– – 0.06% 145
2022
Q4 		$397K Hold
1,601
– – 0.07% 131
2022
Q3 		$358K Buy
1,601
+179
+13% +$42.7K 0.07% 129
2022
Q2 		$335K Hold
1,422
– – 0.07% 131
2022
Q1 		$361K Hold
1,422
– – 0.06% 130
2021
Q4 		$379K Hold
1,422
– – 0.07% 126
2021
Q3 		$352K Hold
1,422
– – 0.07% 122
2021
Q2 		$351K Buy
1,422
+221
+18% +$52.8K 0.07% 123
2021
Q1 		$275K Hold
1,201
– – 0.06% 129
2020
Q4 		$269K Buy
+1,201
New +$257K 0.06% 121

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shepherd Financial Partners's VHT Position: Q1 2026 in Review

Shepherd Financial Partners held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,201 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #194.

Shepherd Financial Partners first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $397K in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Shepherd Financial Partners held 1,201 shares of Vanguard Health Care ETF worth $327K as of Q1 2026.
  • Shepherd Financial Partners left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #194 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Shepherd Financial Partners's Vanguard Health Care ETF position peaked at $397K in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.