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Lloyd Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Lloyd Advisory Services’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 		– Sell
-88
Closed -$24K – 1002
2026
Q1 		$24K Buy
+88
New +$25.2K 0.01% 368
2021
Q4 		– Sell
-167
Closed -$41K – 465
2021
Q3 		$41K Buy
+167
New +$42.8K 0.02% 178

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 22.96% 1-Year Est. Return

Lloyd Advisory Services's VHT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 88 shares — an estimated $24K sold.

Lloyd Advisory Services first reported a position in VHT in Q3 2021 and held it in 2 quarters. The position peaked at $41K in Q3 2021. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 88 Vanguard Health Care ETF shares in Q2 2026, an estimated $24K.
  • Lloyd Advisory Services first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 2 quarters.
  • Lloyd Advisory Services's Vanguard Health Care ETF position peaked at $41K in Q3 2021.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.