LPWM LLC
VHT icon

LPWM LLC’s Vanguard Health Care ETF VHT Stock Holding History

LPWM LLC’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
Q3 		$958K Buy
3,032
+237
+8% +$74.3K 0.21% 52
2026
Q2 		$836K Sell
2,795
-100
-3% -$27.8K 0.19% 57
2026
Q1 		$788K Buy
2,895
+382
+15% +$109K 0.2% 51
2025
Q4 		$723K Sell
2,513
-472
-16% -$132K 0.18% 53
2025
Q3 		$775K Buy
2,985
+141
+5% +$35.4K 0.21% 46
2025
Q2 		$706K Sell
2,844
-257
-8% -$63.5K 0.21% 45
2025
Q1 		$821K Buy
3,101
+160
+5% +$42.6K 0.26% 40
2024
Q4 		$746K Buy
2,941
+128
+5% +$34.5K 0.24% 42
2024
Q3 		$780K Hold
2,813
– – 0.26% 40
2024
Q2 		$742K Buy
2,813
+38
+1% +$10K 0.26% 41
2024
Q1 		$721K Buy
2,775
+35
+1% +$9.2K 0.26% 38
2023
Q4 		$698K Sell
2,740
-948
-26% -$225K 0.28% 39
2023
Q3 		$864K Sell
3,688
-140
-4% -$34.1K 0.39% 32
2023
Q2 		$930K Sell
3,828
-254
-6% -$61.8K 0.41% 32
2023
Q1 		$973K Buy
4,082
+713
+21% +$172K 0.47% 28
2022
Q4 		$830K Hold
3,369
– – 0.45% 27
2022
Q3 		$754K Buy
3,369
+534
+19% +$127K 0.45% 28
2022
Q2 		$686K Buy
2,835
+240
+9% +$57.8K 0.38% 31
2022
Q1 		$684K Buy
2,595
+107
+4% +$26.4K 0.34% 35
2021
Q4 		$663K Buy
2,488
+130
+6% +$33.2K 0.35% 32
2021
Q3 		$584K Buy
2,358
+135
+6% +$34.6K 0.35% 33
2021
Q2 		$558K Sell
2,223
-1
-0% -$239 0.34% 34
2021
Q1 		$508K Buy
2,224
+60
+3% +$13.8K 0.34% 33
2020
Q4 		$484K Buy
2,164
+140
+7% +$29.9K 0.36% 33
2020
Q3 		$412K Buy
2,024
+450
+29% +$91.1K 0.33% 35
2020
Q2 		$303K Sell
1,574
-34
-2% -$6.38K 0.28% 40
2020
Q1 		$267K Buy
1,608
+355
+28% +$64.9K 0.29% 38
2019
Q4 		$240K Buy
+1,253
New +$225K 0.22% 40

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

LPWM LLC's VHT Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Health Care ETF (VHT) stake by 8.5% in Q3 2026, buying an estimated $74.3K and bringing the position to 3,032 shares worth $958K. The position accounts for 0.21% of the portfolio, ranked #52.

LPWM LLC first reported a position in VHT in Q4 2019 and has held it in 28 quarters since. The position peaked at $973K in Q1 2023. 275 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • LPWM LLC held 3,032 shares of Vanguard Health Care ETF worth $958K as of Q3 2026.
  • LPWM LLC bought 237 Vanguard Health Care ETF shares in Q3 2026, an estimated $74.3K.
  • Vanguard Health Care ETF made up 0.21% of LPWM LLC's portfolio in Q3 2026, its #52 holding.
  • LPWM LLC first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 28 quarters since.
  • LPWM LLC's Vanguard Health Care ETF position peaked at $973K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.