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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LJI Wealth Management's VHT Position: Q1 2026 in Review

LJI Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,365 shares worth $644K. The position accounts for 0.1% of the portfolio, ranked #79.

LJI Wealth Management first reported a position in VHT in Q4 2022 and has held it in 13 quarters since. The position peaked at $907K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • LJI Wealth Management held 2,365 shares of Vanguard Health Care ETF worth $644K as of Q1 2026.
  • LJI Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.1% of LJI Wealth Management's portfolio in Q1 2026, its #79 holding.
  • LJI Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 13 quarters since.
  • LJI Wealth Management's Vanguard Health Care ETF position peaked at $907K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.