Kelman-Lazarov Inc’s Vanguard Health Care ETF VHT Stock Holding History

Kelman-Lazarov Inc’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	$206K	Buy	+690	New	+$192K	0.03%	149
2018 Q3	–	Sell	-3,013	Closed	-$479K	–	106
2018 Q2	$479K	Hold	3,013	–	–	0.26%	77
2018 Q1	$463K	Hold	3,013	–	–	0.25%	82
2017 Q4	$464K	Hold	3,013	–	–	0.24%	86
2017 Q3	$459K	Hold	3,013	–	–	0.24%	86
2017 Q2	$444K	Hold	3,013	–	–	0.24%	84
2017 Q1	$415K	Hold	3,013	–	–	0.27%	81
2016 Q4	$382K	Hold	3,013	–	–	0.22%	91
2016 Q3	$399K	Hold	3,013	–	–	0.23%	90
2016 Q2	$396K	Hold	3,013	–	–	0.23%	92
2016 Q1	$376K	Buy	+3,013	New	+$366K	0.22%	95

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kelman-Lazarov Inc's VHT Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 690 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings. This is a return to the name: Kelman-Lazarov Inc previously reported a position in VHT as recently as Q2 2018.

Kelman-Lazarov Inc first reported a position in VHT in Q1 2016 and has held it in 11 quarters since. The position peaked at $479K in Q2 2018. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Kelman-Lazarov Inc held 690 shares of Vanguard Health Care ETF worth $206K as of Q2 2026.
Vanguard Health Care ETF was a new Kelman-Lazarov Inc position in Q2 2026.
Vanguard Health Care ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #149 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 11 quarters since.
Kelman-Lazarov Inc's Vanguard Health Care ETF position peaked at $479K in Q2 2018.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.