Vertex Planning Partners’s Vanguard Health Care ETF VHT Stock Holding History

Vertex Planning 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	$388K	Hold	1,423	–	–	0.08%	92
2025 Q4	$410K	Buy	1,423 +124	+10%	+$34.6K	0.1%	85
2025 Q3	$337K	Hold	1,299	–	–	0.06%	149
2025 Q2	$323K	Hold	1,299	–	–	0.07%	143
2025 Q1	$344K	Sell	1,299 -5	-0.4%	-$1.33K	0.08%	131
2024 Q4	$331K	Sell	1,304 -35	-3%	-$9.43K	0.07%	140
2024 Q3	$378K	Hold	1,339	–	–	0.09%	111
2024 Q2	$356K	Hold	1,339	–	–	0.09%	111
2024 Q1	$362K	Hold	1,339	–	–	0.1%	111
2023 Q4	$336K	Hold	1,339	–	–	0.1%	113
2023 Q3	$315K	Hold	1,339	–	–	0.11%	100
2023 Q2	$328K	Hold	1,339	–	–	0.11%	93
2023 Q1	$319K	Buy	1,339 +99	+8%	+$23.8K	0.12%	87
2022 Q4	$308K	Buy	+1,240	New	+$301K	0.12%	105

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

Vertex Planning Partners's VHT Position: Q1 2026 in Review

Vertex Planning Partners held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,423 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #92.

Vertex Planning Partners first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $410K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Vertex Planning Partners held 1,423 shares of Vanguard Health Care ETF worth $388K as of Q1 2026.
Vertex Planning Partners left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.08% of Vertex Planning Partners's portfolio in Q1 2026, its #92 holding.
Vertex Planning Partners first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's Vanguard Health Care ETF position peaked at $410K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.