LA
VHT icon

LM Advisors’s Vanguard Health Care ETF VHT Stock Holding History

LM Advisors’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 		$9.25M Buy
30,901
+22,409
+264% +$6.23M 1.07% 16
2026
Q1 		$31.2K Sell
8,492
-465
-5% -$133K 0.49% 53
2025
Q4 		$31.1K Sell
8,957
-22,747
-72% -$6.36M 0.56% 49
2025
Q3 		$8.23M Sell
31,704
-1,355
-4% -$340K 1.19% 16
2025
Q2 		$8.21M Sell
33,059
-12
-0% -$2.97K 1.06% 15
2025
Q1 		$8.76M Buy
33,071
+81
+0.2% +$21.6K 1.58% 12
2024
Q4 		$8.37M Buy
32,990
+4,930
+18% +$1.33M 1.5% 14
2024
Q3 		$7.58M Sell
28,060
-6,173
-18% -$1.71M 1.54% 14
2024
Q2 		$8.79M Sell
34,233
-1,073
-3% -$281K 1.55% 12
2024
Q1 		$9.23M Sell
35,306
-1,212
-3% -$318K 1.46% 13
2023
Q4 		$9.16M Buy
+36,518
New +$8.65M 1.84% 11

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

LM Advisors's VHT Position: Q2 2026 in Review

LM Advisors increased its Vanguard Health Care ETF (VHT) stake by 264% in Q2 2026, buying an estimated $6.23M and bringing the position to 30,901 shares worth $9.25M. The position accounts for 1.07% of the portfolio, ranked #16.

LM Advisors first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • LM Advisors held 30,901 shares of Vanguard Health Care ETF worth $9.25M as of Q2 2026.
  • LM Advisors bought 22,409 Vanguard Health Care ETF shares in Q2 2026, an estimated $6.23M.
  • Vanguard Health Care ETF made up 1.07% of LM Advisors's portfolio in Q2 2026, its #16 holding.
  • LM Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.