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 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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee, Danner & Bass's VHT Position: Q2 2026 in Review

Lee, Danner & Bass held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 999 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #220.

Lee, Danner & Bass first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q4 2025. 250 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Lee, Danner & Bass held 999 shares of Vanguard Health Care ETF worth $299K as of Q2 2026.
Lee, Danner & Bass left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #220 holding.
Lee, Danner & Bass first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Lee, Danner & Bass's Vanguard Health Care ETF position peaked at $363K in Q4 2025.
250 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.