Lodestar Private Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Lodestar Private Asset 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	$220K	Sell	808 -50	-6%	-$14.3K	0.02%	225
2025 Q4	$247K	Sell	858 -23	-3%	-$6.43K	0.02%	207
2025 Q3	$229K	Hold	881	–	–	0.02%	212
2025 Q2	$219K	Hold	881	–	–	0.03%	212
2025 Q1	$233K	Sell	881 -25	-3%	-$6.66K	0.03%	201
2024 Q4	$230K	Hold	906	–	–	0.03%	204
2024 Q3	$256K	Hold	906	–	–	0.03%	194
2024 Q2	$241K	Hold	906	–	–	0.03%	192
2024 Q1	$245K	Buy	+906	New	+$238K	0.04%	193

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lodestar Private Asset Management's VHT Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Health Care ETF (VHT) stake by 5.8% in Q1 2026, selling an estimated $14.3K and leaving 808 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #225.

Lodestar Private Asset Management first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $256K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Lodestar Private Asset Management held 808 shares of Vanguard Health Care ETF worth $220K as of Q1 2026.
Lodestar Private Asset Management sold 50 Vanguard Health Care ETF shares in Q1 2026, an estimated $14.3K.
Vanguard Health Care ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q1 2026, its #225 holding.
Lodestar Private Asset Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Lodestar Private Asset Management's Vanguard Health Care ETF position peaked at $256K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.