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Joseph P. Lucia & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		$583K Sell
1,950
-56
-3% -$15.6K 0.18% 101
2026
Q1 		$546K Sell
2,006
-371
-16% -$106K 0.2% 100
2025
Q4 		$684K Sell
2,377
-200
-8% -$55.9K 0.25% 84
2025
Q3 		$669K Sell
2,577
-540
-17% -$135K 0.25% 84
2025
Q2 		$774K Sell
3,117
-740
-19% -$183K 0.32% 75
2025
Q1 		$1.02M Sell
3,857
-602
-14% -$160K 0.47% 60
2024
Q4 		$1.13M Sell
4,459
-687
-13% -$185K 0.5% 54
2024
Q3 		$1.45M Hold
5,146
– – 0.67% 47
2024
Q2 		$1.37M Sell
5,146
-255
-5% -$66.9K 0.7% 45
2024
Q1 		$1.46M Buy
5,401
+96
+2% +$25.2K 0.78% 42
2023
Q4 		$1.33M Buy
5,305
+29
+0.5% +$6.87K 0.83% 39
2023
Q3 		$1.24M Hold
5,276
– – 0.87% 37
2023
Q2 		$1.29M Sell
5,276
-194
-4% -$47.2K 0.86% 37
2023
Q1 		$1.3M Sell
5,470
-222
-4% -$53.4K 0.91% 36
2022
Q4 		$1.41M Sell
5,692
-220
-4% -$53.3K 1.06% 33
2022
Q3 		$1.32M Buy
5,912
+80
+1% +$19.1K 1.04% 33
2022
Q2 		$1.37M Sell
5,832
-213
-4% -$51.3K 0.97% 35
2022
Q1 		$1.54M Sell
6,045
-51
-0.8% -$12.6K 0.94% 35
2021
Q4 		$1.62M Sell
6,096
-82
-1% -$20.9K 1.03% 36
2021
Q3 		$1.53M Hold
6,178
– – 0.9% 39
2021
Q2 		$1.53M Sell
6,178
-22
-0.4% -$5.26K 0.91% 36
2021
Q1 		$1.42M Sell
6,200
-75
-1% -$17.2K 0.63% 35
2020
Q4 		$1.4M Buy
6,275
+20
+0.3% +$4.28K 0.98% 32
2020
Q3 		$1.28M Sell
6,255
-30
-0.5% -$6.07K 1.19% 32
2020
Q2 		$1.21M Buy
6,285
+68
+1% +$12.8K 1.09% 31
2020
Q1 		$1.03M Sell
6,217
-1,004
-14% -$183K 1.15% 31
2019
Q4 		$1.39M Sell
7,221
-87
-1% -$15.6K 1.26% 29
2019
Q3 		$1.23M Buy
7,308
+60
+0.8% +$10.3K 1.26% 25
2019
Q2 		$1.26M Buy
7,248
+6,387
+742% +$1.08M 1.32% 23
2019
Q1 		$149K Buy
+861
New +$146K 0.26% 68

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joseph P. Lucia & Associates's VHT Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q2 2026, selling an estimated $15.6K and leaving 1,950 shares worth $583K. The position accounts for 0.18% of the portfolio, ranked #101.

Joseph P. Lucia & Associates first reported a position in VHT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.62M in Q4 2021. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Joseph P. Lucia & Associates held 1,950 shares of Vanguard Health Care ETF worth $583K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 56 Vanguard Health Care ETF shares in Q2 2026, an estimated $15.6K.
  • Vanguard Health Care ETF made up 0.18% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #101 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Vanguard Health Care ETF position peaked at $1.62M in Q4 2021.
  • 1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.