Enzi Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Enzi Wealth’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	$868K	Buy	+2,744	New	+$860K	0.26%	36

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Enzi Wealth's VHT Position: Q3 2026 in Review

Enzi Wealth opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 2,744 shares worth $868K. The stake represents 0.26% of the portfolio and ranks #36 among its holdings.

191 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Enzi Wealth held 2,744 shares of Vanguard Health Care ETF worth $868K as of Q3 2026.
Vanguard Health Care ETF was a new Enzi Wealth position in Q3 2026.
Vanguard Health Care ETF made up 0.26% of Enzi Wealth's portfolio in Q3 2026, its #36 holding.
191 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.