LOWM
VHT icon

Laurel Oak Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Laurel Oak Wealth Management’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 		$1.69M Sell
5,659
-840
-13% -$234K 0.25% 79
2026
Q1 		$1.77M Buy
6,499
+519
+9% +$148K 0.3% 68
2025
Q4 		$1.72M Buy
+5,980
New +$1.67M 0.29% 65

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Laurel Oak Wealth Management's VHT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q2 2026, selling an estimated $234K and leaving 5,659 shares worth $1.69M. The position accounts for 0.25% of the portfolio, ranked #79.

Laurel Oak Wealth Management first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Laurel Oak Wealth Management held 5,659 shares of Vanguard Health Care ETF worth $1.69M as of Q2 2026.
  • Laurel Oak Wealth Management sold 840 Vanguard Health Care ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Health Care ETF made up 0.25% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Health Care ETF position peaked at $1.77M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.