WLIM
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White Lighthouse Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

White Lighthouse Investment Management’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 		$7.1M Sell
23,758
-983
-4% -$273K 0.89% 24
2026
Q1 		$6.74M Buy
24,741
+256
+1% +$73.2K 0.93% 23
2025
Q4 		$7.05M Sell
24,485
-1,532
-6% -$428K 0.98% 20
2025
Q3 		$6.75M Sell
26,017
-1,809
-7% -$454K 1.03% 19
2025
Q2 		$6.91M Sell
27,826
-4
-0% -$989 1.12% 18
2025
Q1 		$7.37M Buy
27,830
+150
+0.5% +$40K 1.32% 17
2024
Q4 		$7.02M Sell
27,680
-169
-0.6% -$45.5K 1.23% 19
2024
Q3 		$7.86M Sell
27,849
-175
-0.6% -$48.6K 1.41% 17
2024
Q2 		$7.45M Buy
28,024
+463
+2% +$121K 1.44% 17
2024
Q1 		$7.46M Buy
27,561
+157
+0.6% +$41.2K 1.51% 17
2023
Q4 		$6.87M Sell
27,404
-1,344
-5% -$318K 1.5% 17
2023
Q3 		$6.76M Sell
28,748
-576
-2% -$140K 1.64% 17
2023
Q2 		$7.18M Buy
29,324
+337
+1% +$82K 1.71% 17
2023
Q1 		$6.91M Sell
28,987
-81
-0.3% -$19.5K 1.74% 16
2022
Q4 		$7.21M Buy
29,068
+715
+3% +$173K 1.96% 14
2022
Q3 		$6.34M Buy
28,353
+1,299
+5% +$310K 1.85% 15
2022
Q2 		$6.37M Buy
27,054
+1,349
+5% +$325K 1.82% 15
2022
Q1 		$6.54M Buy
25,705
+2,223
+9% +$549K 1.66% 17
2021
Q4 		$6.26M Buy
23,482
+1,089
+5% +$278K 1.56% 16
2021
Q3 		$5.54M Buy
22,393
+1,018
+5% +$261K 1.49% 16
2021
Q2 		$5.28M Buy
21,375
+1,278
+6% +$305K 1.45% 17
2021
Q1 		$4.6M Buy
20,097
+1,211
+6% +$278K 1.41% 18
2020
Q4 		$4.22M Buy
18,886
+1,046
+6% +$224K 1.35% 20
2020
Q3 		$3.64M Buy
17,840
+1,266
+8% +$256K 1.26% 21
2020
Q2 		$3.19M Buy
16,574
+1,020
+7% +$191K 1.17% 24
2020
Q1 		$2.58M Buy
15,554
+212
+1% +$38.7K 1.08% 26
2019
Q4 		$2.94M Buy
15,342
+2,518
+20% +$452K 1.08% 25
2019
Q3 		$2.15M Buy
12,824
+493
+4% +$84.4K 0.87% 33
2019
Q2 		$2.15M Buy
12,331
+1,680
+16% +$284K 0.9% 31
2019
Q1 		$1.84M Buy
10,651
+1,450
+16% +$246K 0.84% 32
2018
Q4 		$1.48M Buy
9,201
+890
+11% +$151K 0.81% 32
2018
Q3 		$1.5M Buy
8,311
+415
+5% +$71.3K 0.76% 31
2018
Q2 		$1.26M Sell
7,896
-130
-2% -$20.5K 0.69% 36
2018
Q1 		$1.23M Sell
8,026
-30
-0.4% -$4.79K 0.71% 35
2017
Q4 		$1.24M Buy
+8,056
New +$1.24M 0.71% 34

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

White Lighthouse Investment Management's VHT Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 4% in Q2 2026, selling an estimated $273K and leaving 23,758 shares worth $7.1M. The position accounts for 0.89% of the portfolio, ranked #24.

White Lighthouse Investment Management first reported a position in VHT in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.86M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • White Lighthouse Investment Management held 23,758 shares of Vanguard Health Care ETF worth $7.1M as of Q2 2026.
  • White Lighthouse Investment Management sold 983 Vanguard Health Care ETF shares in Q2 2026, an estimated $273K.
  • Vanguard Health Care ETF made up 0.89% of White Lighthouse Investment Management's portfolio in Q2 2026, its #24 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's Vanguard Health Care ETF position peaked at $7.86M in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.