Lakeshore Financial Planning »

Vanguard Health Care ETF shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Health Care ETF by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 55k 259.60
2025-06-30 $13M 54k 248.34
2025-03-31 $14M 52k 264.73

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Vanguard Health Care ETF

Morgan Stanley
Green Harvest Asset Management
UBS Group
Wells Fargo & Company
Harel Insurance Investments & Financial Services
LPL Financial
Everett Harris & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Beacon Capital Management
Advisor Group Holdings

View all funds holding Vanguard Health Care ETF