Lakeshore Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Lakeshore Financial Planning’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 Q3	$16.1M	Sell	51,081 -376	-0.7%	-$118K	5.01%	6
2026 Q2	$15.4M	Sell	51,457 -5,134	-9%	-$1.43M	4.95%	6
2026 Q1	$15.4M	Buy	56,591 +462	+0.8%	+$132K	5.59%	6
2025 Q4	$16.2M	Buy	56,129 +1,220	+2%	+$341K	5.77%	6
2025 Q3	$14.3M	Buy	54,909 +1,243	+2%	+$312K	5.29%	6
2025 Q2	$13.3M	Buy	53,666 +2,176	+4%	+$538K	5.36%	6
2025 Q1	$13.6M	Buy	+51,490	New	+$13.7M	5.68%	7

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Lakeshore Financial Planning's VHT Position: Q3 2026 in Review

Lakeshore Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 0.73% in Q3 2026, selling an estimated $118K and leaving 51,081 shares worth $16.1M. The position accounts for 5.01% of the portfolio, ranked #6.

Lakeshore Financial Planning first reported a position in VHT in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.2M in Q4 2025. 509 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Lakeshore Financial Planning held 51,081 shares of Vanguard Health Care ETF worth $16.1M as of Q3 2026.
Lakeshore Financial Planning sold 376 Vanguard Health Care ETF shares in Q3 2026, an estimated $118K.
Vanguard Health Care ETF made up 5.01% of Lakeshore Financial Planning's portfolio in Q3 2026, its #6 holding.
Lakeshore Financial Planning first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 7 quarters since.
Lakeshore Financial Planning's Vanguard Health Care ETF position peaked at $16.2M in Q4 2025.
509 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.