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Dickmeyer Boyce Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$213K Sell
674
-78
-10% -$24.4K 0.11% 124
2026
Q2 		$225K Buy
752
+2
+0.3% +$556 0.12% 120
2026
Q1 		$204K Buy
+750
New +$214K 0.12% 121

Other funds holding VHT

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Dickmeyer Boyce Financial Management's VHT Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Vanguard Health Care ETF (VHT) stake by 10% in Q3 2026, selling an estimated $24.4K and leaving 674 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #124.

Dickmeyer Boyce Financial Management first reported a position in VHT in Q1 2026 and has held it in 3 quarters since. The position peaked at $225K in Q2 2026. 33 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 674 shares of Vanguard Health Care ETF worth $213K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 78 Vanguard Health Care ETF shares in Q3 2026, an estimated $24.4K.
  • Vanguard Health Care ETF made up 0.11% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #124 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Vanguard Health Care ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Vanguard Health Care ETF position peaked at $225K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.