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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
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% +$2.23K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspan Partners's VHT Position: Q2 2026 in Review

Wealthspan Partners reduced its Vanguard Health Care ETF (VHT) stake by 1.2% in Q2 2026, selling an estimated $12.5K and leaving 3,713 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #53.

Wealthspan Partners first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Wealthspan Partners held 3,713 shares of Vanguard Health Care ETF worth $1.11M as of Q2 2026.
  • Wealthspan Partners sold 45 Vanguard Health Care ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Health Care ETF made up 0.35% of Wealthspan Partners's portfolio in Q2 2026, its #53 holding.
  • Wealthspan Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.