Lynx Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Lynx Investment Advisory’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	$252K	Buy	926 +4	+0.4%	+$1.14K	0.12%	159
2025 Q4	$266K	Buy	922 +5	+0.5%	+$1.4K	0.14%	144
2025 Q3	$238K	Sell	917 -50	-5%	-$12.5K	0.14%	139
2025 Q2	$240K	Buy	967 +3	+0.3%	+$741	0.16%	136
2025 Q1	$255K	Buy	964 +3	+0.3%	+$799	0.17%	127
2024 Q4	$244K	Buy	961 +8	+0.8%	+$2.15K	0.17%	136
2024 Q3	$269K	Sell	953 -15	-2%	-$4.17K	0.19%	115
2024 Q2	$257K	Buy	+968	New	+$254K	0.19%	110

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

Lynx Investment Advisory's VHT Position: Q1 2026 in Review

Lynx Investment Advisory increased its Vanguard Health Care ETF (VHT) stake by 0.43% in Q1 2026, buying an estimated $1.14K and bringing the position to 926 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #159.

Lynx Investment Advisory first reported a position in VHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $269K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Lynx Investment Advisory held 926 shares of Vanguard Health Care ETF worth $252K as of Q1 2026.
Lynx Investment Advisory bought 4 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.14K.
Vanguard Health Care ETF made up 0.12% of Lynx Investment Advisory's portfolio in Q1 2026, its #159 holding.
Lynx Investment Advisory first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's Vanguard Health Care ETF position peaked at $269K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.