Novem Group
VHT icon

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
Q3 		$555K Buy
1,757
+98
+6% +$30.7K 0.06% 265
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

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
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

Novem Group's VHT Position: Q3 2026 in Review

Novem Group increased its Vanguard Health Care ETF (VHT) stake by 5.9% in Q3 2026, buying an estimated $30.7K and bringing the position to 1,757 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #265.

Novem Group first reported a position in VHT in Q3 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Novem Group held 1,757 shares of Vanguard Health Care ETF worth $555K as of Q3 2026.
  • Novem Group bought 98 Vanguard Health Care ETF shares in Q3 2026, an estimated $30.7K.
  • Vanguard Health Care ETF made up 0.06% of Novem Group's portfolio in Q3 2026, its #265 holding.
  • Novem Group first reported a position in Vanguard Health Care ETF in Q3 2025 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.