Smith & Howard Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Smith & Howard 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	$872K	Hold	3,202	–	–	0.19%	39
2025 Q4	$922K	Hold	3,202	–	–	0.21%	43
2025 Q3	$831K	Hold	3,202	–	–	0.19%	42
2025 Q2	$795K	Hold	3,202	–	–	0.2%	39
2025 Q1	$848K	Hold	3,202	–	–	0.23%	37
2024 Q4	$812K	Hold	3,202	–	–	0.23%	39
2024 Q3	$904K	Hold	3,202	–	–	0.25%	37
2024 Q2	$852K	Hold	3,202	–	–	0.25%	40
2024 Q1	$866K	Hold	3,202	–	–	0.27%	36
2023 Q4	$803K	Sell	3,202 -15	-0.5%	-$3.55K	0.28%	35
2023 Q3	$756K	Sell	3,217 -106	-3%	-$25.8K	0.27%	39
2023 Q2	$814K	Hold	3,323	–	–	0.29%	37
2023 Q1	$792K	Hold	3,323	–	–	0.27%	37
2022 Q4	$824K	Hold	3,323	–	–	0.31%	33
2022 Q3	$743K	Sell	3,323 -126	-4%	-$30.1K	0.32%	38
2022 Q2	$812K	Hold	3,449	–	–	0.34%	39
2022 Q1	$877K	Hold	3,449	–	–	0.37%	32
2021 Q4	$919K	Hold	3,449	–	–	0.42%	33
2021 Q3	$852K	Hold	3,449	–	–	0.4%	33
2021 Q2	$852K	Hold	3,449	–	–	0.4%	32
2021 Q1	$789K	Hold	3,449	–	–	0.4%	31
2020 Q4	$772K	Hold	3,449	–	–	0.41%	29
2020 Q3	$704K	Hold	3,449	–	–	0.42%	31
2020 Q2	$664K	Sell	3,449 -910	-21%	-$171K	0.41%	35
2020 Q1	$724K	Sell	4,359 -190	-4%	-$34.7K	0.46%	33
2019 Q4	$872K	Hold	4,549	–	–	0.3%	38
2019 Q3	$763K	Hold	4,549	–	–	0.3%	35
2019 Q2	$791K	Hold	4,549	–	–	0.33%	26
2019 Q1	$785K	Hold	4,549	–	–	0.39%	25
2018 Q4	$731K	Buy	+4,549	New	+$771K	0.4%	23

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

Smith & Howard Wealth Management's VHT Position: Q1 2026 in Review

Smith & Howard Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 3,202 shares worth $872K. The position accounts for 0.19% of the portfolio, ranked #39.

Smith & Howard Wealth Management first reported a position in VHT in Q4 2018 and has held it in 30 quarters since. The position peaked at $922K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Smith & Howard Wealth Management held 3,202 shares of Vanguard Health Care ETF worth $872K as of Q1 2026.
Smith & Howard Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.19% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #39 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 30 quarters since.
Smith & Howard Wealth Management's Vanguard Health Care ETF position peaked at $922K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.