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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lebenthal Global Advisors's VHT Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.89% in Q1 2026, buying an estimated $19.7K and bringing the position to 7,824 shares worth $2.13M. The position accounts for 0.31% of the portfolio, ranked #55.

Lebenthal Global Advisors first reported a position in VHT in Q4 2020 and has held it in 17 quarters since. The position peaked at $13.3M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Lebenthal Global Advisors held 7,824 shares of Vanguard Health Care ETF worth $2.13M as of Q1 2026.
  • Lebenthal Global Advisors bought 69 Vanguard Health Care ETF shares in Q1 2026, an estimated $19.7K.
  • Vanguard Health Care ETF made up 0.31% of Lebenthal Global Advisors's portfolio in Q1 2026, its #55 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 17 quarters since.
  • Lebenthal Global Advisors's Vanguard Health Care ETF position peaked at $13.3M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.