Lazari Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Lazari Capital 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 Q1	$464K	Buy	1,703 +6	+0.4%	+$1.72K	0.16%	98
2025 Q4	$489K	Buy	1,697 +9	+0.5%	+$2.51K	0.16%	89
2025 Q3	$438K	Buy	1,688 +7	+0.4%	+$1.76K	0.15%	90
2025 Q2	$417K	Buy	1,681 +612	+57%	+$151K	0.16%	88
2025 Q1	$283K	Buy	1,069 +4	+0.4%	+$1.07K	0.12%	102
2024 Q4	$270K	Buy	1,065 +8	+0.8%	+$2.15K	0.11%	110
2024 Q3	$298K	Buy	1,057 +112	+12%	+$31.1K	0.13%	103
2024 Q2	$251K	Hold	945	–	–	0.11%	108
2024 Q1	$256K	Buy	945 +2	+0.2%	+$525	0.14%	84
2023 Q4	$236K	Buy	943 +7	+0.7%	+$1.66K	0.14%	93
2023 Q3	$220K	Buy	936 +3	+0.3%	+$731	0.13%	95
2023 Q2	$228K	Buy	+933	New	+$227K	0.13%	101

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazari Capital Management's VHT Position: Q1 2026 in Review

Lazari Capital Management increased its Vanguard Health Care ETF (VHT) stake by 0.35% in Q1 2026, buying an estimated $1.72K and bringing the position to 1,703 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #98.

Lazari Capital Management first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $489K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Lazari Capital Management held 1,703 shares of Vanguard Health Care ETF worth $464K as of Q1 2026.
Lazari Capital Management bought 6 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.72K.
Vanguard Health Care ETF made up 0.16% of Lazari Capital Management's portfolio in Q1 2026, its #98 holding.
Lazari Capital Management first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
Lazari Capital Management's Vanguard Health Care ETF position peaked at $489K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lazari Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.