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

Strategic 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 Q1	$56.5K	Sell	207 -10	-5%	-$2.86K	﹤0.01%	493
2025 Q4	$62.5K	Buy	217 +50	+30%	+$14K	﹤0.01%	480
2025 Q3	$43.4K	Hold	167	–	–	﹤0.01%	578
2025 Q2	$41.5K	Buy	+167	New	+$41.3K	﹤0.01%	528
2019 Q4	–	Sell	-69	Closed	-$11	–	490
2019 Q3	$11	Buy	+69	New	+$11.8K	﹤0.01%	503

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

Strategic Wealth Partners's VHT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Health Care ETF (VHT) stake by 4.6% in Q1 2026, selling an estimated $2.86K and leaving 207 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Strategic Wealth Partners first reported a position in VHT in Q3 2019 and has held it in 5 quarters since. The position peaked at $62.5K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Strategic Wealth Partners held 207 shares of Vanguard Health Care ETF worth $56.5K as of Q1 2026.
Strategic Wealth Partners sold 10 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.86K.
Vanguard Health Care ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #493 holding.
Strategic Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's Vanguard Health Care ETF position peaked at $62.5K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.