WF
VHT icon

Welch & Forbes’s Vanguard Health Care ETF VHT Stock Holding History

Welch & Forbes’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 		$667K Hold
2,231
– – 0.01% 262
2026
Q1 		$608K Hold
2,231
– – 0.01% 258
2025
Q4 		$642K Sell
2,231
-41
-2% -$11.5K 0.01% 256
2025
Q3 		$590K Sell
2,272
-80
-3% -$20.1K 0.01% 264
2025
Q2 		$584K Sell
2,352
-45
-2% -$11.1K 0.01% 266
2025
Q1 		$635K Hold
2,397
– – 0.01% 253
2024
Q4 		$608K Sell
2,397
-32
-1% -$8.62K 0.01% 262
2024
Q3 		$685K Buy
2,429
+251
+12% +$69.7K 0.01% 256
2024
Q2 		$577K Buy
2,178
+98
+5% +$25.7K 0.01% 266
2024
Q1 		$563K Hold
2,080
– – 0.01% 278
2023
Q4 		$521K Hold
2,080
– – 0.01% 280
2023
Q3 		$489K Buy
2,080
+80
+4% +$19.5K 0.01% 281
2023
Q2 		$490K Hold
2,000
– – 0.01% 288
2023
Q1 		$477K Hold
2,000
– – 0.01% 281
2022
Q4 		$496K Buy
+2,000
New +$485K 0.01% 282

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

Welch & Forbes's VHT Position: Q2 2026 in Review

Welch & Forbes held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 2,231 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #262.

Welch & Forbes first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $685K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Welch & Forbes held 2,231 shares of Vanguard Health Care ETF worth $667K as of Q2 2026.
  • Welch & Forbes left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #262 holding.
  • Welch & Forbes first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • Welch & Forbes's Vanguard Health Care ETF position peaked at $685K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.