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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lakeshore Financial Planning's VHT Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 9.1% in Q2 2026, selling an estimated $1.43M and leaving 51,457 shares worth $15.4M. The position accounts for 4.95% of the portfolio, ranked #6.

Lakeshore Financial Planning first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.2M in Q4 2025. 539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Lakeshore Financial Planning held 51,457 shares of Vanguard Health Care ETF worth $15.4M as of Q2 2026.
Lakeshore Financial Planning sold 5,134 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Health Care ETF made up 4.95% of Lakeshore Financial Planning's portfolio in Q2 2026, its #6 holding.
Lakeshore Financial Planning first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Financial Planning's Vanguard Health Care ETF position peaked at $16.2M in Q4 2025.
539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.