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Lake Street Advisors Group’s Vanguard Health Care ETF VHT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$559K Hold
2,204
– – 0.03% 310
2024
Q3 		$624K Hold
2,204
– – 0.03% 284
2024
Q2 		$588K Hold
2,204
– – 0.03% 290
2024
Q1 		$596K Buy
2,204
+1
+0% +$263 0.03% 310
2023
Q4 		$552K Buy
+2,203
New +$522K 0.03% 310
2021
Q3 		– Sell
-2,317
Closed -$595K – 421
2021
Q2 		$595K Buy
2,317
+218
+10% +$52.1K 0.04% 154
2021
Q1 		$480K Buy
2,099
+6
+0.3% +$1.38K 0.04% 168
2020
Q4 		$468K Buy
2,093
+33
+2% +$7.05K 0.04% 159
2020
Q3 		$420K Buy
2,060
+7
+0.3% +$1.42K 0.04% 158
2020
Q2 		$396K Sell
2,053
-350
-15% -$65.7K 0.04% 160
2020
Q1 		$399K Buy
2,403
+7
+0.3% +$1.28K 0.05% 131
2019
Q4 		$459K Sell
2,396
-248
-9% -$44.5K 0.05% 125
2019
Q3 		$443K Hold
2,644
– – 0.05% 106
2019
Q2 		$460K Buy
2,644
+17
+0.6% +$2.87K 0.05% 107
2019
Q1 		$453K Buy
2,627
+17
+0.7% +$2.88K 0.05% 114
2018
Q4 		$419K Buy
2,610
+10
+0.4% +$1.69K 0.05% 107
2018
Q3 		$469K Buy
2,600
+19
+0.7% +$3.27K 0.05% 101
2018
Q2 		$411K Hold
2,581
– – 0.04% 178
2018
Q1 		$396K Buy
2,581
+6
+0.2% +$958 0.04% 155
2017
Q4 		$397K Buy
+2,575
New +$395K 0.04% 168

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Street Advisors Group's VHT Position: Q4 2024 in Review

Lake Street Advisors Group held its Vanguard Health Care ETF (VHT) position steady in Q4 2024 at 2,204 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #310.

Lake Street Advisors Group first reported a position in VHT in Q4 2017 and has held it in 20 quarters since. The position peaked at $624K in Q3 2024. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Lake Street Advisors Group held 2,204 shares of Vanguard Health Care ETF worth $559K as of Q4 2024.
  • Lake Street Advisors Group left its Vanguard Health Care ETF share count unchanged in Q4 2024.
  • Vanguard Health Care ETF made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #310 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Vanguard Health Care ETF position peaked at $624K in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.