LWM
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Liberty Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Liberty Wealth 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 		$1.47M Buy
5,242
+814
+18% +$233K 0.18% 77
2025
Q4 		$1.27M Buy
4,428
+31
+0.7% +$8.66K 0.16% 82
2025
Q3 		$1.14M Sell
4,397
-416
-9% -$104K 0.16% 82
2025
Q2 		$1.2M Sell
4,813
-2,722
-36% -$673K 0.19% 78
2025
Q1 		$1.99M Buy
7,535
+203
+3% +$54.1K 0.38% 50
2024
Q4 		$1.86M Buy
7,332
+238
+3% +$64.1K 0.31% 58
2024
Q3 		$2M Sell
7,094
-102
-1% -$28.3K 0.34% 53
2024
Q2 		$1.91M Sell
7,196
-498
-6% -$131K 0.35% 55
2024
Q1 		$2.08M Buy
7,694
+6,972
+966% +$1.83M 0.41% 49
2023
Q4 		$1.89M Sell
722
-6,641
-90% -$1.57M 0.4% 49
2023
Q3 		$1.73M Buy
7,363
+140
+2% +$34.1K 0.43% 47
2023
Q2 		$1.77M Buy
7,223
+116
+2% +$28.2K 0.44% 40
2023
Q1 		$1.69M Buy
+7,107
New +$1.71M 0.35% 52
2022
Q3 		$911K Buy
4,074
+247
+6% +$59K 0.24% 53
2022
Q2 		$901K Buy
3,827
+68
+2% +$16.4K 0.37% 51
2022
Q1 		$956K Buy
+3,759
New +$929K 0.35% 49
2021
Q4 		– Sell
-4,030
Closed -$1.03M – 67
2021
Q3 		$1M Buy
4,030
+421
+12% +$108K 0.36% 44
2021
Q2 		$856K Buy
3,609
+360
+11% +$86K 0.33% 44
2021
Q1 		$748K Hold
3,249
– – 0.37% 42
2020
Q4 		$748K Buy
3,249
+146
+5% +$31.2K 0.37% 42
2020
Q3 		$633K Buy
3,103
+192
+7% +$38.9K 0.37% 41
2020
Q2 		$561K Buy
2,911
+619
+27% +$116K 0.39% 44
2020
Q1 		$381K Sell
2,292
-491
-18% -$89.7K 0.33% 50
2019
Q4 		$534K Sell
2,783
-146
-5% -$26.2K 0.42% 43
2019
Q3 		$491K Hold
2,929
– – 0.46% 42
2019
Q2 		$510K Sell
2,929
-39
-1% -$6.58K 0.45% 49
2019
Q1 		$511K Buy
2,968
+5
+0.2% +$847 0.38% 38
2018
Q4 		$475K Buy
+2,963
New +$502K 0.35% 39

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

Liberty Wealth Management's VHT Position: Q1 2026 in Review

Liberty Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 18% in Q1 2026, buying an estimated $233K and bringing the position to 5,242 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #77.

Liberty Wealth Management first reported a position in VHT in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.08M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Liberty Wealth Management held 5,242 shares of Vanguard Health Care ETF worth $1.47M as of Q1 2026.
  • Liberty Wealth Management bought 814 Vanguard Health Care ETF shares in Q1 2026, an estimated $233K.
  • Vanguard Health Care ETF made up 0.18% of Liberty Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Liberty Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Vanguard Health Care ETF position peaked at $2.08M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.