Lee, Danner & Bass’s Vanguard Health Care ETF VHT Stock Holding History

Lee, Danner & Bass’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 Q3	$316K	Hold	999	–	–	0.02%	216
2026 Q2	$299K	Hold	999	–	–	0.02%	220
2026 Q1	$272K	Sell	999 -263	-21%	-$75.2K	0.02%	220
2025 Q4	$363K	Buy	1,262 +1	+0.1%	+$279	0.03%	194
2025 Q3	$327K	Hold	1,261	–	–	0.02%	198
2025 Q2	$313K	Hold	1,261	–	–	0.02%	193
2025 Q1	$334K	Hold	1,261	–	–	0.03%	188
2024 Q4	$320K	Buy	1,261 +220	+21%	+$59.3K	0.03%	196
2024 Q3	$294K	Hold	1,041	–	–	0.02%	196
2024 Q2	$277K	Buy	+1,041	New	+$273K	0.02%	194

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Lee, Danner & Bass's VHT Position: Q3 2026 in Review

Lee, Danner & Bass held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 999 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #216.

Lee, Danner & Bass first reported a position in VHT in Q2 2024 and has held it in 10 quarters since. The position peaked at $363K in Q4 2025. 470 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Lee, Danner & Bass held 999 shares of Vanguard Health Care ETF worth $316K as of Q3 2026.
Lee, Danner & Bass left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q3 2026, its #216 holding.
Lee, Danner & Bass first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 10 quarters since.
Lee, Danner & Bass's Vanguard Health Care ETF position peaked at $363K in Q4 2025.
470 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.