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 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 $1.37T 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

Long Island Wealth Management's VHT Position: Q1 2026 in Review

Long Island Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 3.1% in Q1 2026, buying an estimated $27.2K and bringing the position to 3,197 shares worth $871K. 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 10 quarters since. The position peaked at $4.42M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Long Island Wealth Management held 3,197 shares of Vanguard Health Care ETF worth $871K as of Q1 2026.
Long Island Wealth Management bought 95 Vanguard Health Care ETF shares in Q1 2026, an estimated $27.2K.
Vanguard Health Care ETF made up 0.4% of Long Island Wealth Management's portfolio in Q1 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 10 quarters since.
Long Island Wealth Management's Vanguard Health Care ETF position peaked at $4.42M in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.