VHT β€” Vanguard Health Care ETF

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

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Vanguard Health Care ETF (VHT) in 46 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.75% in 2023 Q3. The latest visible filing shows VHT at 2.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Vanguard Health Care ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VHT was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 732,278 +1,405 +0.2% 2.55% $210.8M 2026-02-14 (Est.) $289.32
2025 Q3 REDUCED 730,873 -7,128 -1.0% 2.34% $189.7M 2025-11-03 $267.58
2025 Q2 REDUCED 738,001 -5,998 -0.8% 2.35% $183.3M 2025-08-08 $237.88
2025 Q1 REDUCED 743,999 -3,877 -0.5% 2.53% $197.0M 2025-05-12 $244.52
2024 Q4 ADDED 747,876 +3,290 +0.4% 2.40% $189.7M 2025-01-24 $260.88
2024 Q3 REDUCED 744,586 -7,276 -1.0% 2.61% $210.1M 2024-10-18 $274.48
2024 Q2 ADDED 751,862 +373 +0.0% 2.56% $200.0M 2024-08-02 $268.07
2024 Q1 REDUCED 751,489 -3,402 -0.5% 2.69% $203.3M 2024-04-19 $245.25
2023 Q4 ADDED 754,891 +5,552 +0.7% 2.71% $189.3M 2024-01-18 $246.10
2023 Q3 REDUCED 749,339 -2,445 -0.3% 2.75% $176.2M 2023-10-24 $222.64
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning VHT?

EVERETT HARRIS & CO /CA/ reported VHT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VHT position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for VHT was 2.75% in 2023 Q3.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 732,278 shares, equal to 2.55% of portfolio, with an estimated market value of $210.8M.

What does the chart on this VHT ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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