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Novem Group’s Vanguard Health Care ETF VHT Stock Holding History

Novem Group’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 		$496K Buy
1,659
+428
+35% +$119K 0.05% 283
2026
Q1 		$335K Buy
1,231
+437
+55% +$125K 0.04% 336
2025
Q4 		$228K Sell
794
-289
-27% -$80.7K 0.03% 383
2025
Q3 		$281K Buy
+1,083
New +$272K 0.03% 349

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Novem Group's VHT Position: Q2 2026 in Review

Novem Group increased its Vanguard Health Care ETF (VHT) stake by 35% in Q2 2026, buying an estimated $119K and bringing the position to 1,659 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #283.

Novem Group first reported a position in VHT in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Novem Group held 1,659 shares of Vanguard Health Care ETF worth $496K as of Q2 2026.
  • Novem Group bought 428 Vanguard Health Care ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Health Care ETF made up 0.05% of Novem Group's portfolio in Q2 2026, its #283 holding.
  • Novem Group first reported a position in Vanguard Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.