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Focus Partners Wealth: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on VHT, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 139,108 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,108 shares
    Change vs previous 13F -5,850 shares

    0.04% of the 13F portfolio, value $41,594,590.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 134,801 shares
    • Focus Partners Advisor Solutions, LLC: 4,307 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 144,958 shares
    Change vs previous 13F +4,023 shares

    0.04% of the 13F portfolio, value $39,476,951.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 140,010 shares
    • Focus Partners Advisor Solutions, LLC: 4,948 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,935 shares
    Change vs previous 13F +72,691 shares

    0.04% of the 13F portfolio, value $40,568,286.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 136,677 shares
    • Focus Partners Advisor Solutions, LLC: 4,258 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,244 shares
    Change vs previous 13F -1,385 shares

    0.03% of the 13F portfolio, value $17,778,631.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 63,147 shares
    • Focus Partners Advisor Solutions, LLC: 5,097 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,629 shares
    Change vs previous 13F -6,213 shares

    0.03% of the 13F portfolio, value $17,292,251.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 65,622 shares
    • Focus Partners Advisor Solutions, LLC: 4,007 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 75,842 shares
    Change vs previous 13F -3,530 shares

    0.04% of the 13F portfolio, value $20,078,067.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,577 shares
    • Focus Partners Advisor Solutions, LLC: 4,265 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 79,372 shares
    Change vs previous 13F +66,345 shares

    0.05% of the 13F portfolio, value $20,136,503.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 77,578 shares
    • Focus Partners Advisor Solutions, LLC: 1,794 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,027 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,676,683.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 9,167 shares
    • Focus Partners Advisor Solutions, LLC: 3,860 shares

    Acceptance time not in the bulk data set (spec §4.2).