Long Island Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Long Island Wealth 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	$957K	Buy	3,199 +2	+0.1%	+$556	0.4%	44
2026 Q1	$871K	Buy	3,197 +95	+3%	+$27.2K	0.4%	44
2025 Q4	$893K	Sell	3,102 -45	-1%	-$12.6K	0.42%	46
2025 Q3	$817K	Buy	3,147 +1	+0%	+$251	0.4%	47
2025 Q2	$781K	Sell	3,146 -266	-8%	-$65.7K	0.41%	48
2025 Q1	$903K	Sell	3,412 -393	-10%	-$105K	0.55%	41
2024 Q4	$965K	Sell	3,805 -11,864	-76%	-$3.2M	0.6%	38
2024 Q3	$4.42M	Buy	15,669 +1,430	+10%	+$397K	2.9%	8
2024 Q2	$3.79M	Sell	14,239 -339	-2%	-$88.9K	2.67%	12
2024 Q1	$3.94M	Sell	14,578 -26	-0.2%	-$6.83K	2.78%	10
2023 Q4	$3.66M	Buy	+14,604	New	+$3.46M	2.61%	9

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

Long Island Wealth Management's VHT Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.06% in Q2 2026, buying an estimated $556 and bringing the position to 3,199 shares worth $957K. The position accounts for 0.4% of the portfolio, ranked #44.

Long Island Wealth Management first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q3 2024. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Long Island Wealth Management held 3,199 shares of Vanguard Health Care ETF worth $957K as of Q2 2026.
Long Island Wealth Management bought 2 Vanguard Health Care ETF shares in Q2 2026, an estimated $556.
Vanguard Health Care ETF made up 0.4% of Long Island Wealth Management's portfolio in Q2 2026, its #44 holding.
Long Island Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Health Care ETF position peaked at $4.42M in Q3 2024.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.