VHT — VANGUARD HEALTH CARE ETF

Ownership history in Aspect Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in VANGUARD HEALTH CARE ETF (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q2)
Avg. % of fund
0.07%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 373 -600 -61.7% 0.04% $97K $258.10
2025 Q2 ADDED 973 +322 +49.5% 0.12% $242K $245.87
2025 Q1 ADDED 651 +278 +74.5% 0.10% $172K $261.07
2024 Q4 UNCHANGED 373 — 0% 0.05% $95K $249.31
2024 Q3 UNCHANGED 373 — 0% 0.06% $105K $276.34
2024 Q2 UNCHANGED 373 — 0% 0.06% $99K $259.40
2024 Q1 UNCHANGED 373 — 0% 0.08% $101K $262.86
2023 Q4 INITIATED 373 — — 0.06% $94K —
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
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