Lindbrook Capital’s Vanguard Health Care ETF VHT Stock Holding History

Lindbrook Capital’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
2025 Q1	$10.6K	Hold	40	–	–	﹤0.01%	1626
2024 Q4	$10.1K	Hold	40	–	–	﹤0.01%	1641
2024 Q3	$11.3K	Buy	+40	New	+$11.1K	﹤0.01%	1607
2024 Q2	–	Sell	-40	Closed	-$10.8K	–	2840
2024 Q1	$10.8K	Sell	40 -75	-65%	-$19.7K	﹤0.01%	1528
2023 Q4	$28.8K	Hold	115	–	–	﹤0.01%	991
2023 Q3	$27K	Hold	115	–	–	﹤0.01%	920
2023 Q2	$28.2K	Sell	115 -81	-41%	-$19.7K	﹤0.01%	927
2023 Q1	$46.7K	Buy	196 +2	+1%	+$481	0.01%	721
2022 Q4	$48.1K	Hold	194	–	–	0.01%	711
2022 Q3	$43K	Hold	194	–	–	0.01%	709
2022 Q2	$46K	Hold	194	–	–	0.01%	686
2022 Q1	$49K	Sell	194 -10	-5%	-$2.47K	0.01%	693
2021 Q4	$54K	Buy	+204	New	+$52K	0.01%	690

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's VHT Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Health Care ETF (VHT) position steady in Q1 2025 at 40 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Lindbrook Capital first reported a position in VHT in Q4 2021 and has held it in 13 quarters since. The position peaked at $54K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Lindbrook Capital held 40 shares of Vanguard Health Care ETF worth $10.6K as of Q1 2025.
Lindbrook Capital left its Vanguard Health Care ETF share count unchanged in Q1 2025.
Vanguard Health Care ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1626 holding.
Lindbrook Capital first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 13 quarters since.
Lindbrook Capital's Vanguard Health Care ETF position peaked at $54K in Q4 2021.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.