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 Q2	$242K	Hold	808	–	–	0.02%	211
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lodestar Private Asset Management's VHT Position: Q2 2026 in Review

Lodestar Private Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 808 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #211.

Lodestar Private Asset Management first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. The position peaked at $256K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Lodestar Private Asset Management held 808 shares of Vanguard Health Care ETF worth $242K as of Q2 2026.
Lodestar Private Asset Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #211 holding.
Lodestar Private Asset Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Lodestar Private Asset Management's Vanguard Health Care ETF position peaked at $256K in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.