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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
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 0.01% 34
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 $1.37T 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

LM Advisors's VHT Position: Q1 2026 in Review

LM Advisors reduced its Vanguard Health Care ETF (VHT) stake by 5.2% in Q1 2026, selling an estimated $133K and leaving 8,492 shares worth $31.2K. The position accounts for 0.49% of the portfolio, ranked #53.

LM Advisors first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.23M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • LM Advisors held 8,492 shares of Vanguard Health Care ETF worth $31.2K as of Q1 2026.
  • LM Advisors sold 465 Vanguard Health Care ETF shares in Q1 2026, an estimated $133K.
  • Vanguard Health Care ETF made up 0.49% of LM Advisors's portfolio in Q1 2026, its #53 holding.
  • LM Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Vanguard Health Care ETF position peaked at $9.23M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.