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 Q3	$369K	Sell	1,169 -175	-13%	-$54.8K	0.09%	147
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

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

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 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

Hoxton Planning & Management's VHT Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q3 2026, selling an estimated $54.8K and leaving 1,169 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #147.

Hoxton Planning & Management first reported a position in VHT in Q3 2024 and has held it in 9 quarters since. The position peaked at $888K in Q3 2024. 266 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Hoxton Planning & Management held 1,169 shares of Vanguard Health Care ETF worth $369K as of Q3 2026.
Hoxton Planning & Management sold 175 Vanguard Health Care ETF shares in Q3 2026, an estimated $54.8K.
Vanguard Health Care ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #147 holding.
Hoxton Planning & Management first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's Vanguard Health Care ETF position peaked at $888K in Q3 2024.
266 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.