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

Morgan Stanley New York $1.66T AUM 25.57% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Live Oak Investment Partners's VHT Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Vanguard Health Care ETF (VHT) stake by 8.9% in Q1 2026, selling an estimated $127K and leaving 4,528 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #41.

Live Oak Investment Partners first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Live Oak Investment Partners held 4,528 shares of Vanguard Health Care ETF worth $1.23M as of Q1 2026.
Live Oak Investment Partners sold 443 Vanguard Health Care ETF shares in Q1 2026, an estimated $127K.
Vanguard Health Care ETF made up 0.73% of Live Oak Investment Partners's portfolio in Q1 2026, its #41 holding.
Live Oak Investment Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's Vanguard Health Care ETF position peaked at $1.43M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.