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Live Oak Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

Live Oak Investment Partners’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 		$1.84M Buy
6,146
+1,618
+36% +$450K 0.99% 24
2026
Q1 		$1.23M Sell
4,528
-443
-9% -$127K 0.73% 41
2025
Q4 		$1.43M Sell
4,971
-303
-6% -$84.7K 0.88% 34
2025
Q3 		$1.37M Buy
5,274
+895
+20% +$225K 0.91% 29
2025
Q2 		$1.09M Buy
4,379
+265
+6% +$65.5K 0.84% 31
2025
Q1 		$1.09M Buy
+4,114
New +$1.1M 0.86% 33
2024
Q4 		– Hold
0
– – – 27
2024
Q3 		– Hold
0
– – – 27
2024
Q2 		– Hold
0
– – – 20
2023
Q4 		– Hold
0
– – – 12
2023
Q3 		– Hold
0
– – – 23
2023
Q2 		– Hold
0
– – – 21
2023
Q1 		– Hold
0
– – – 18
2022
Q4 		– Hold
0
– – – 18

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Live Oak Investment Partners's VHT Position: Q2 2026 in Review

Live Oak Investment Partners increased its Vanguard Health Care ETF (VHT) stake by 36% in Q2 2026, buying an estimated $450K and bringing the position to 6,146 shares worth $1.84M. The position accounts for 0.99% of the portfolio, ranked #24.

Live Oak Investment Partners first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Live Oak Investment Partners held 6,146 shares of Vanguard Health Care ETF worth $1.84M as of Q2 2026.
  • Live Oak Investment Partners bought 1,618 Vanguard Health Care ETF shares in Q2 2026, an estimated $450K.
  • Vanguard Health Care ETF made up 0.99% of Live Oak Investment Partners's portfolio in Q2 2026, its #24 holding.
  • Live Oak Investment Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.