Wealthspan Partners
VHT icon

Wealthspan Partners’s Vanguard Health Care ETF VHT Stock Holding History

Wealthspan 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
Q3 		$1.21M Buy
3,820
+107
+3% +$33.5K 0.36% 53
2026
Q2 		$1.11M Sell
3,713
-45
-1% -$12.5K 0.35% 53
2026
Q1 		$1.02M Sell
3,758
-18
-0.5% -$5.15K 0.36% 50
2025
Q4 		$1.09M Buy
3,776
+8
+0.2% +$2.24K 0.39% 45
2025
Q3 		$978K Sell
3,768
-57
-1% -$14.3K 0.37% 44
2025
Q2 		$950K Buy
3,825
+614
+19% +$152K 0.39% 45
2025
Q1 		$850K Buy
3,211
+68
+2% +$18.1K 0.39% 43
2024
Q4 		$797K Sell
3,143
-90
-3% -$24.2K 0.38% 44
2024
Q3 		$912K Sell
3,233
-46
-1% -$12.8K 0.45% 40
2024
Q2 		$872K Sell
3,279
-78
-2% -$20.4K 0.48% 37
2024
Q1 		$908K Sell
3,357
-59
-2% -$15.5K 0.54% 33
2023
Q4 		$856K Sell
3,416
-252
-7% -$59.7K 0.6% 29
2023
Q3 		$862K Sell
3,668
-543
-13% -$132K 0.68% 27
2023
Q2 		$1.03M Sell
4,211
-148
-3% -$36K 0.81% 22
2023
Q1 		$1.04M Sell
4,359
-59
-1% -$14.2K 0.89% 20
2022
Q4 		$1.1M Buy
4,418
+527
+14% +$128K 1% 19
2022
Q3 		$870K Buy
3,891
+1,062
+38% +$253K 0.9% 21
2022
Q2 		$666K Buy
2,829
+9
+0.3% +$2.17K 0.69% 29
2022
Q1 		$717K Sell
2,820
-369
-12% -$91.2K 0.65% 28
2021
Q4 		$850K Buy
+3,189
New +$813K 0.75% 24

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealthspan Partners's VHT Position: Q3 2026 in Review

Wealthspan Partners increased its Vanguard Health Care ETF (VHT) stake by 2.9% in Q3 2026, buying an estimated $33.5K and bringing the position to 3,820 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #53.

Wealthspan Partners first reported a position in VHT in Q4 2021 and has held it in 20 quarters since. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Wealthspan Partners held 3,820 shares of Vanguard Health Care ETF worth $1.21M as of Q3 2026.
  • Wealthspan Partners bought 107 Vanguard Health Care ETF shares in Q3 2026, an estimated $33.5K.
  • Vanguard Health Care ETF made up 0.36% of Wealthspan Partners's portfolio in Q3 2026, its #53 holding.
  • Wealthspan Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.