Lugano Financial Advisors SA (LFA)’s Vanguard Health Care ETF VHT Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$762K	Hold	2,550	–	–	0.46%	36
2026 Q1	$694K	Hold	2,550	–	–	0.35%	43
2025 Q4	$734K	Hold	2,550	–	–	0.38%	41
2025 Q3	$662K	Hold	2,550	–	–	0.35%	40
2025 Q2	$633K	Hold	2,550	–	–	0.38%	37
2025 Q1	$675K	Hold	2,550	–	–	0.46%	38
2024 Q4	$647K	Hold	2,550	–	–	0.42%	38
2024 Q3	$720K	Hold	2,550	–	–	0.49%	37
2024 Q2	$678K	Hold	2,550	–	–	0.52%	34
2024 Q1	$690K	Buy	+2,550	New	+$670K	0.5%	39
2023 Q4	–	Sell	-2,550	Closed	-$600K	–	205
2023 Q3	$600K	Hold	2,550	–	–	0.51%	34
2023 Q2	$624K	Buy	+2,550	New	+$620K	0.42%	37
2020 Q1	–	Sell	-425	Closed	-$81K	–	136
2019 Q4	$81K	Buy	+425	New	+$76.2K	0.06%	100
2019 Q2	$74K	Buy	425 +120	+39%	+$20.3K	0.05%	97
2019 Q1	$52K	Sell	305 -145	-32%	-$24.6K	0.03%	107
2018 Q4	$81K	Hold	450	–	–	0.06%	115
2018 Q3	$81K	Hold	450	–	–	0.06%	115
2018 Q2	$71K	Buy	+450	New	+$70.8K	0.07%	94

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

Lugano Financial Advisors SA (LFA)'s VHT Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 2,550 shares worth $762K. The position accounts for 0.46% of the portfolio, ranked #36.

Lugano Financial Advisors SA (LFA) first reported a position in VHT in Q2 2018 and has held it in 18 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,550 shares of Vanguard Health Care ETF worth $762K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.46% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #36 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Health Care ETF in Q2 2018 and has held it in 18 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.