LifeSteps Financial
VHT icon

LifeSteps Financial’s Vanguard Health Care ETF VHT Stock Holding History

LifeSteps Financial’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 		– Sell
-693
Closed -$207K – 702
2026
Q2 		$207K Sell
693
-125
-15% -$34.8K 0.1% 96
2026
Q1 		$223K Hold
818
– – 0.14% 86
2025
Q4 		$235K Sell
818
-71
-8% -$19.8K 0.15% 81
2025
Q3 		$231K Buy
889
+1
+0.1% +$251 0.15% 82
2025
Q2 		$221K Sell
888
-200
-18% -$49.4K 0.15% 82
2025
Q1 		$288K Hold
1,088
– – 0.23% 68
2024
Q4 		$276K Buy
1,088
+1
+0.1% +$269 0.21% 68
2024
Q3 		$307K Hold
1,087
– – 0.24% 65
2024
Q2 		$289K Sell
1,087
-210
-16% -$55.1K 0.24% 62
2024
Q1 		$351K Hold
1,297
– – 0.26% 57
2023
Q4 		$325K Buy
1,297
+1
+0.1% +$237 0.29% 57
2023
Q3 		$305K Hold
1,296
– – 0.31% 53
2023
Q2 		$317K Hold
1,296
– – 0.31% 52
2023
Q1 		$309K Sell
1,296
-54
-4% -$13K 0.33% 54
2022
Q4 		$335K Sell
1,350
-41
-3% -$9.9K 0.35% 52
2022
Q3 		$311K Sell
1,391
-200
-13% -$47.7K 0.35% 52
2022
Q2 		$375K Sell
1,591
-212
-12% -$51.1K 0.39% 50
2022
Q1 		$459K Buy
1,803
+10
+0.6% +$2.47K 0.34% 48
2021
Q4 		$478K Hold
1,793
– – 0.34% 46
2021
Q3 		$443K Hold
1,793
– – 0.34% 48
2021
Q2 		$443K Sell
1,793
-501
-22% -$120K 0.34% 47
2021
Q1 		$525K Sell
2,294
-324
-12% -$74.3K 0.44% 42
2020
Q4 		$586K Hold
2,618
– – 0.54% 35
2020
Q3 		$534K Sell
2,618
-100
-4% -$20.2K 0.56% 35
2020
Q2 		$524K Sell
2,718
-79
-3% -$14.8K 0.61% 33
2020
Q1 		$465K Hold
2,797
– – 0.54% 42
2019
Q4 		$536K Buy
+2,797
New +$502K 0.51% 46

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

LifeSteps Financial's VHT Position: Q3 2026 in Review

LifeSteps Financial sold out of Vanguard Health Care ETF (VHT) in Q3 2026, closing a stake of 693 shares — an estimated $207K sold.

LifeSteps Financial first reported a position in VHT in Q4 2019 and held it in 27 quarters. The position peaked at $586K in Q4 2020. 896 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • LifeSteps Financial reported no remaining Vanguard Health Care ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 693 Vanguard Health Care ETF shares in Q3 2026, an estimated $207K.
  • LifeSteps Financial first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 27 quarters.
  • LifeSteps Financial's Vanguard Health Care ETF position peaked at $586K in Q4 2020.
  • 896 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.