Wealthquest’s Vanguard Health Care ETF VHT Stock Holding History

Wealthquest’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	$382K	Hold	1,404	–	–	0.03%	100
2025 Q4	$404K	Buy	+1,404	New	+$392K	0.03%	94
2025 Q3	–	Sell	-1,404	Closed	-$349K	–	122
2025 Q2	$349K	Hold	1,404	–	–	0.03%	95
2025 Q1	$372K	Hold	1,404	–	–	0.03%	88
2024 Q4	$356K	Hold	1,404	–	–	0.03%	89
2024 Q3	$394K	Hold	1,404	–	–	0.03%	82
2024 Q2	$373K	Hold	1,404	–	–	0.04%	85
2024 Q1	$380K	Hold	1,404	–	–	0.04%	87
2023 Q4	$352K	Hold	1,404	–	–	0.04%	93
2023 Q3	$330K	Hold	1,404	–	–	0.04%	97
2023 Q2	$344K	Hold	1,404	–	–	0.04%	87
2023 Q1	$335K	Hold	1,404	–	–	0.04%	87
2022 Q4	$348K	Hold	1,404	–	–	0.04%	89
2022 Q3	$314K	Hold	1,404	–	–	0.04%	91
2022 Q2	$330K	Sell	1,404 -254	-15%	-$61.2K	0.05%	90
2022 Q1	$441K	Hold	1,658	–	–	0.07%	84
2021 Q4	$441K	Buy	1,658 +11	+0.7%	+$2.81K	0.07%	84
2021 Q3	$407K	Sell	1,647 -120	-7%	-$30.8K	0.07%	84
2021 Q2	$436K	Buy	1,767 +243	+16%	+$58.1K	0.07%	86
2021 Q1	$348K	Hold	1,524	–	–	0.07%	96
2020 Q4	$340K	Hold	1,524	–	–	0.07%	95
2020 Q3	$310K	Buy	+1,524	New	+$308K	0.08%	82

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

Wealthquest's VHT Position: Q1 2026 in Review

Wealthquest held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,404 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #100.

Wealthquest first reported a position in VHT in Q3 2020 and has held it in 22 quarters since. The position peaked at $441K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Wealthquest held 1,404 shares of Vanguard Health Care ETF worth $382K as of Q1 2026.
Wealthquest left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.03% of Wealthquest's portfolio in Q1 2026, its #100 holding.
Wealthquest first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 22 quarters since.
Wealthquest's Vanguard Health Care ETF position peaked at $441K in Q1 2022.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.