LJI Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

LJI Wealth Management’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	$488K	Sell	1,631 -734	-31%	-$204K	0.07%	118
2026 Q1	$644K	Hold	2,365	–	–	0.1%	79
2025 Q4	$681K	Buy	2,365 +222	+10%	+$62K	0.1%	84
2025 Q3	$556K	Sell	2,143 -177	-8%	-$44.4K	0.1%	80
2025 Q2	$576K	Sell	2,320 -119	-5%	-$29.4K	0.1%	81
2025 Q1	$646K	Sell	2,439 -65	-3%	-$17.3K	0.13%	70
2024 Q4	$635K	Sell	2,504 -711	-22%	-$192K	0.13%	72
2024 Q3	$907K	Hold	3,215	–	–	0.19%	60
2024 Q2	$855K	Buy	+3,215	New	+$843K	0.19%	58
2024 Q1	–	Sell	-3,093	Closed	-$775K	–	176
2023 Q4	$775K	Buy	3,093 +60	+2%	+$14.2K	0.2%	62
2023 Q3	$713K	Buy	3,033 +320	+12%	+$78K	0.21%	60
2023 Q2	$664K	Hold	2,713	–	–	0.19%	60
2023 Q1	$647K	Buy	2,713 +10	+0.4%	+$2.41K	0.2%	54
2022 Q4	$670K	Buy	+2,703	New	+$655K	0.24%	48

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LJI Wealth Management's VHT Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 31% in Q2 2026, selling an estimated $204K and leaving 1,631 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #118.

LJI Wealth Management first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $907K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

LJI Wealth Management held 1,631 shares of Vanguard Health Care ETF worth $488K as of Q2 2026.
LJI Wealth Management sold 734 Vanguard Health Care ETF shares in Q2 2026, an estimated $204K.
Vanguard Health Care ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #118 holding.
LJI Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Vanguard Health Care ETF position peaked at $907K in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.