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Lebenthal Global Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Lebenthal Global Advisors’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 		$2.33M Sell
7,804
-20
-0.3% -$5.56K 0.31% 63
2026
Q1 		$2.13M Buy
7,824
+69
+0.9% +$19.7K 0.31% 55
2025
Q4 		$2.23M Buy
7,755
+60
+0.8% +$16.8K 0.34% 44
2025
Q3 		$2M Buy
7,695
+4,615
+150% +$1.16M 0.35% 47
2025
Q2 		$765K Buy
+3,080
New +$761K 0.14% 101
2025
Q1 		– Sell
-3,265
Closed -$828K – 204
2024
Q4 		$828K Buy
+3,265
New +$880K 0.15% 98
2023
Q4 		– Sell
-14,770
Closed -$3.47M – 197
2023
Q3 		$3.47M Sell
14,770
-18,051
-55% -$4.4M 1.05% 17
2023
Q2 		$8.04M Sell
32,821
-1,106
-3% -$269K 2.33% 12
2023
Q1 		$8.09M Sell
33,927
-19,614
-37% -$4.72M 2.48% 11
2022
Q4 		$13.3M Buy
53,541
+4,722
+10% +$1.14M 4.37% 7
2022
Q3 		$10.9M Buy
48,819
+8,616
+21% +$2.06M 5% 8
2022
Q2 		$9.47M Buy
40,203
+705
+2% +$170K 4.59% 6
2022
Q1 		$10M Buy
39,498
+18,090
+85% +$4.47M 4.28% 6
2021
Q4 		$5.7M Buy
21,408
+7,216
+51% +$1.84M 2.31% 10
2021
Q3 		$3.51M Sell
14,192
-13,121
-48% -$3.37M 2.2% 13
2021
Q2 		$6.75M Buy
27,313
+11,444
+72% +$2.73M 3.63% 6
2021
Q1 		$3.63M Buy
15,869
+359
+2% +$82.3K 2.23% 10
2020
Q4 		$3.47M Buy
+15,510
New +$3.32M 2.46% 8

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lebenthal Global Advisors's VHT Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.26% in Q2 2026, selling an estimated $5.56K and leaving 7,804 shares worth $2.33M. The position accounts for 0.31% of the portfolio, ranked #63.

Lebenthal Global Advisors first reported a position in VHT in Q4 2020 and has held it in 18 quarters since. The position peaked at $13.3M in Q4 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Lebenthal Global Advisors held 7,804 shares of Vanguard Health Care ETF worth $2.33M as of Q2 2026.
  • Lebenthal Global Advisors sold 20 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.56K.
  • Vanguard Health Care ETF made up 0.31% of Lebenthal Global Advisors's portfolio in Q2 2026, its #63 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 18 quarters since.
  • Lebenthal Global Advisors's Vanguard Health Care ETF position peaked at $13.3M in Q4 2022.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.