Steigerwald Gordon & Koch’s Vanguard Health Care ETF VHT Stock Holding History

Steigerwald Gordon & Koch’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	$164K	Sell	603 -33	-5%	-$9.43K	0.02%	154
2025 Q4	$183K	Buy	636 +33	+5%	+$9.22K	0.02%	154
2025 Q3	$156K	Buy	+603	New	+$151K	0.02%	166
2023 Q1	–	Sell	-833	Closed	-$207K	–	114
2022 Q4	$207K	Buy	+833	New	+$202K	0.03%	107
2022 Q3	–	Sell	-853	Closed	-$201K	–	108
2022 Q2	$201K	Hold	853	–	–	0.04%	109
2022 Q1	$217K	Hold	853	–	–	0.03%	108
2021 Q4	$227K	Hold	853	–	–	0.03%	115
2021 Q3	$211K	Hold	853	–	–	0.03%	112
2021 Q2	$211K	Buy	+853	New	+$204K	0.03%	108

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

Steigerwald Gordon & Koch's VHT Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Vanguard Health Care ETF (VHT) stake by 5.2% in Q1 2026, selling an estimated $9.43K and leaving 603 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #154.

Steigerwald Gordon & Koch first reported a position in VHT in Q2 2021 and has held it in 9 quarters since. The position peaked at $227K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Steigerwald Gordon & Koch held 603 shares of Vanguard Health Care ETF worth $164K as of Q1 2026.
Steigerwald Gordon & Koch sold 33 Vanguard Health Care ETF shares in Q1 2026, an estimated $9.43K.
Vanguard Health Care ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #154 holding.
Steigerwald Gordon & Koch first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 9 quarters since.
Steigerwald Gordon & Koch's Vanguard Health Care ETF position peaked at $227K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.