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 Q2	$425K	Hold	1,423	–	–	0.06%	103
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vertex Planning Partners's VHT Position: Q2 2026 in Review

Vertex Planning Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,423 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #103.

Vertex Planning Partners first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Vertex Planning Partners held 1,423 shares of Vanguard Health Care ETF worth $425K as of Q2 2026.
Vertex Planning Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #103 holding.
Vertex Planning Partners first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.