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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspan Partners's VHT Position: Q1 2026 in Review

Wealthspan Partners reduced its Vanguard Health Care ETF (VHT) stake by 0.48% in Q1 2026, selling an estimated $5.15K and leaving 3,758 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #50.

Wealthspan Partners first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Wealthspan Partners held 3,758 shares of Vanguard Health Care ETF worth $1.02M as of Q1 2026.
  • Wealthspan Partners sold 18 Vanguard Health Care ETF shares in Q1 2026, an estimated $5.15K.
  • Vanguard Health Care ETF made up 0.36% of Wealthspan Partners's portfolio in Q1 2026, its #50 holding.
  • Wealthspan Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Vanguard Health Care ETF position peaked at $1.1M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.