Spirepoint Private Client’s Vanguard Health Care ETF VHT Stock Holding History

Spirepoint Private Client’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	$252K	Hold	925	–	–	0.02%	280
2025 Q4	$266K	Hold	925	–	–	0.03%	260
2025 Q3	$240K	Sell	925 -92	-9%	-$23.1K	0.03%	246
2025 Q2	$253K	Sell	1,017 -41	-4%	-$10.1K	0.03%	205
2025 Q1	$280K	Sell	1,058 -22	-2%	-$5.86K	0.04%	179
2024 Q4	$274K	Sell	1,080 -55	-5%	-$14.8K	0.03%	181
2024 Q3	$320K	Hold	1,135	–	–	0.04%	170
2024 Q2	$302K	Hold	1,135	–	–	0.04%	173
2024 Q1	$307K	Buy	+1,135	New	+$298K	0.05%	165

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

Spirepoint Private Client's VHT Position: Q1 2026 in Review

Spirepoint Private Client held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 925 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #280.

Spirepoint Private Client first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $320K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Spirepoint Private Client held 925 shares of Vanguard Health Care ETF worth $252K as of Q1 2026.
Spirepoint Private Client left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of Spirepoint Private Client's portfolio in Q1 2026, its #280 holding.
Spirepoint Private Client first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Vanguard Health Care ETF position peaked at $320K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.