WRPWM
VHT icon

Werba Rubin Papier Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Werba Rubin Papier Wealth Management’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 		$879K Sell
3,229
-1
-0% -$286 0.12% 96
2025
Q4 		$930K Buy
3,230
+60
+2% +$16.8K 0.25% 64
2025
Q3 		$823K Sell
3,170
-43
-1% -$10.8K 0.13% 85
2025
Q2 		$798K Buy
3,213
+2
+0.1% +$494 0.15% 84
2025
Q1 		$850K Sell
3,211
-762
-19% -$203K 0.18% 75
2024
Q4 		$1.01M Sell
3,973
-105
-3% -$28.3K 0.24% 62
2024
Q3 		$1.15M Buy
4,078
+674
+20% +$187K 0.27% 55
2024
Q2 		$905K Buy
3,404
+711
+26% +$186K 0.25% 59
2024
Q1 		$728K Buy
2,693
+346
+15% +$90.9K 0.21% 60
2023
Q4 		$588K Buy
2,347
+13
+0.6% +$3.08K 0.2% 51
2023
Q3 		$551K Buy
2,334
+26
+1% +$6.34K 0.2% 57
2023
Q2 		$565K Sell
2,308
-15
-0.6% -$3.65K 0.2% 56
2023
Q1 		$554K Sell
2,323
-61
-3% -$14.7K 0.22% 55
2022
Q4 		$591K Buy
+2,384
New +$578K 0.24% 42

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

Werba Rubin Papier Wealth Management's VHT Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.03% in Q1 2026, selling an estimated $286 and leaving 3,229 shares worth $879K. The position accounts for 0.12% of the portfolio, ranked #96.

Werba Rubin Papier Wealth Management first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 3,229 shares of Vanguard Health Care ETF worth $879K as of Q1 2026.
  • Werba Rubin Papier Wealth Management sold 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.12% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
  • Werba Rubin Papier Wealth Management's Vanguard Health Care ETF position peaked at $1.15M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.