HPM
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Hoxton Planning & Management’s Vanguard Health Care ETF VHT Stock Holding History

Hoxton Planning & 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 		$402K Sell
1,344
-21
-2% -$5.84K 0.1% 145
2026
Q1 		$372K Sell
1,365
-301
-18% -$86K 0.11% 134
2025
Q4 		$480K Sell
1,666
-165
-9% -$46.1K 0.14% 116
2025
Q3 		$475K Sell
1,831
-173
-9% -$43.4K 0.15% 115
2025
Q2 		$498K Sell
2,004
-164
-8% -$40.5K 0.17% 107
2025
Q1 		$574K Sell
2,168
-980
-31% -$261K 0.22% 87
2024
Q4 		$799K Hold
3,148
– – 0.31% 67
2024
Q3 		$888K Buy
+3,148
New +$874K 0.34% 50

Other funds holding VHT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hoxton Planning & Management's VHT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Health Care ETF (VHT) stake by 1.5% in Q2 2026, selling an estimated $5.84K and leaving 1,344 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #145.

Hoxton Planning & Management first reported a position in VHT in Q3 2024 and has held it in 8 quarters since. The position peaked at $888K in Q3 2024. 184 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Hoxton Planning & Management held 1,344 shares of Vanguard Health Care ETF worth $402K as of Q2 2026.
  • Hoxton Planning & Management sold 21 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.84K.
  • Vanguard Health Care ETF made up 0.1% of Hoxton Planning & Management's portfolio in Q2 2026, its #145 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Vanguard Health Care ETF position peaked at $888K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.