VHT — Vanguard Health Care ETF

Ownership history in EVERETT HARRIS & CO /CA/  ·  46 quarters on record

This page tracks every 13F SEC filing in which EVERETT HARRIS & CO /CA/ 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
3.22% (2022 Q4)
Avg. % of fund
2.39%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 732,278 +1,405 +0.2% 2.55% $210.8M $287.85
2025 Q3 REDUCED 730,873 -7,128 -1.0% 2.34% $189.7M $258.10
2025 Q2 REDUCED 738,001 -5,998 -0.8% 2.35% $183.3M $245.87
2025 Q1 REDUCED 743,999 -3,877 -0.5% 2.53% $197.0M $261.07
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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