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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
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% +$9.96K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPWM LLC's VHT Position: Q2 2026 in Review

LPWM LLC reduced its Vanguard Health Care ETF (VHT) stake by 3.5% in Q2 2026, selling an estimated $27.8K and leaving 2,795 shares worth $836K. The position accounts for 0.19% of the portfolio, ranked #57.

LPWM LLC first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $973K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • LPWM LLC held 2,795 shares of Vanguard Health Care ETF worth $836K as of Q2 2026.
  • LPWM LLC sold 100 Vanguard Health Care ETF shares in Q2 2026, an estimated $27.8K.
  • Vanguard Health Care ETF made up 0.19% of LPWM LLC's portfolio in Q2 2026, its #57 holding.
  • LPWM LLC first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • LPWM LLC's Vanguard Health Care ETF position peaked at $973K in Q1 2023.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.