Lido Advisors
VHT icon

Lido Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Lido 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 		$34.5M Buy
126,729
+10,069
+9% +$2.88M 0.11% 130
2025
Q4 		$31.8M Buy
116,660
+6,586
+6% +$1.84M 0.1% 143
2025
Q3 		$28.6M Buy
+110,074
New +$27.6M 0.09% 146
2025
Q2 		– Sell
-56,261
Closed -$14.9M – 1762
2025
Q1 		$14.9M Buy
56,261
+2,862
+5% +$762K 0.07% 176
2024
Q4 		$13.5M Buy
53,399
+3,385
+7% +$912K 0.06% 179
2024
Q3 		$14.1M Buy
50,014
+2,320
+5% +$644K 0.07% 151
2024
Q2 		$12.7M Buy
47,694
+4,661
+11% +$1.22M 0.07% 145
2024
Q1 		$11.6M Buy
43,033
+3,469
+9% +$911K 0.07% 151
2023
Q4 		$9.67M Buy
39,564
+34,515
+684% +$8.17M 0.07% 162
2023
Q3 		$1.19M Buy
5,049
+760
+18% +$185K 0.01% 494
2023
Q2 		$1.05M Sell
4,289
-48
-1% -$11.7K 0.01% 517
2023
Q1 		$1.03M Buy
4,337
+415
+11% +$99.9K 0.01% 471
2022
Q4 		$973K Buy
3,922
+990
+34% +$240K 0.01% 414
2022
Q3 		$656K Buy
2,932
+1,407
+92% +$336K 0.01% 476
2022
Q2 		$359K Sell
1,525
-929
-38% -$224K ﹤0.01% 652
2022
Q1 		$624K Buy
2,454
+1,384
+129% +$342K 0.01% 534
2021
Q4 		$285K Sell
1,070
-152
-12% -$38.8K ﹤0.01% 827
2021
Q3 		$302K Buy
1,222
+122
+11% +$31.3K ﹤0.01% 749
2021
Q2 		$272K Sell
1,100
-492
-31% -$118K ﹤0.01% 753
2021
Q1 		$364K Sell
1,592
-2
-0.1% -$459 0.01% 596
2020
Q4 		$356K Buy
1,594
+52
+3% +$11.1K 0.01% 571
2020
Q3 		$315K Buy
+1,542
New +$312K 0.01% 471
2019
Q2 		– Sell
-51,287
Closed -$8.85M – 576
2019
Q1 		$8.85M Buy
+51,287
New +$8.69M 0.57% 38
2016
Q4 		– Sell
-8,132
Closed -$1.08M – 239
2016
Q3 		$1.08M Buy
8,132
+1,100
+16% +$148K 0.33% 28
2016
Q2 		$918K Buy
+7,032
New +$902K 0.28% 34

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

Lido Advisors's VHT Position: Q1 2026 in Review

Lido Advisors increased its Vanguard Health Care ETF (VHT) stake by 8.6% in Q1 2026, buying an estimated $2.88M and bringing the position to 126,729 shares worth $34.5M. The position accounts for 0.11% of the portfolio, ranked #130.

Lido Advisors first reported a position in VHT in Q2 2016 and has held it in 25 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Lido Advisors held 126,729 shares of Vanguard Health Care ETF worth $34.5M as of Q1 2026.
  • Lido Advisors bought 10,069 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.88M.
  • Vanguard Health Care ETF made up 0.11% of Lido Advisors's portfolio in Q1 2026, its #130 holding.
  • Lido Advisors first reported a position in Vanguard Health Care ETF in Q2 2016 and has held it in 25 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.