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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPWM LLC's VHT Position: Q1 2026 in Review

LPWM LLC increased its Vanguard Health Care ETF (VHT) stake by 15% in Q1 2026, buying an estimated $109K and bringing the position to 2,895 shares worth $788K. The position accounts for 0.2% of the portfolio, ranked #51.

LPWM LLC first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $973K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • LPWM LLC held 2,895 shares of Vanguard Health Care ETF worth $788K as of Q1 2026.
  • LPWM LLC bought 382 Vanguard Health Care ETF shares in Q1 2026, an estimated $109K.
  • Vanguard Health Care ETF made up 0.2% of LPWM LLC's portfolio in Q1 2026, its #51 holding.
  • LPWM LLC first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's Vanguard Health Care ETF position peaked at $973K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.