Onyx Bridge Wealth Group
VHT icon

Onyx Bridge Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Onyx Bridge Wealth 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 		$5.15M Buy
16,282
+90
+0.6% +$28.2K 0.45% 52
2026
Q2 		$4.84M Sell
16,192
-185
-1% -$51.4K 0.44% 56
2026
Q1 		$4.46M Sell
16,377
-95
-0.6% -$27.2K 0.48% 54
2025
Q4 		$4.74M Buy
16,472
+20
+0.1% +$5.59K 0.5% 53
2025
Q3 		$4.27M Sell
16,452
-4,198
-20% -$1.05M 0.46% 53
2025
Q2 		$5.13M Sell
20,650
-5,270
-20% -$1.3M 0.68% 36
2025
Q1 		$6.86M Sell
25,920
-3,265
-11% -$870K 0.98% 25
2024
Q4 		$7.4M Sell
29,185
-577
-2% -$155K 1.07% 28
2024
Q3 		$8.4M Sell
29,762
-809
-3% -$225K 1.27% 18
2024
Q2 		$8.13M Sell
30,571
-732
-2% -$192K 1.34% 18
2024
Q1 		$7.99M Sell
31,303
-772
-2% -$203K 1.43% 16
2023
Q4 		$8.04M Buy
32,075
+82
+0.3% +$19.4K 1.62% 20
2023
Q3 		$7.52M Sell
31,993
-55
-0.2% -$13.4K 1.76% 14
2023
Q2 		$7.85M Buy
32,048
+29,752
+1,296% +$7.24M 1.88% 14
2023
Q1 		$548K Sell
2,296
-10
-0.4% -$2.41K 0.22% 84
2022
Q4 		$572K Hold
2,306
– – 0.23% 71
2022
Q3 		$517K Sell
2,306
-3
-0.1% -$716 0.24% 74
2022
Q2 		$554K Buy
2,309
+42
+2% +$10.1K 0.25% 55
2022
Q1 		$550K Hold
2,267
– – 0.21% 61
2021
Q4 		$600K Buy
2,267
+731
+48% +$186K 0.2% 62
2021
Q3 		$379K Buy
+1,536
New +$394K 0.14% 86

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
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
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

Onyx Bridge Wealth Group's VHT Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Health Care ETF (VHT) stake by 0.56% in Q3 2026, buying an estimated $28.2K and bringing the position to 16,282 shares worth $5.15M. The position accounts for 0.45% of the portfolio, ranked #52.

Onyx Bridge Wealth Group first reported a position in VHT in Q3 2021 and has held it in 21 quarters since. The position peaked at $8.4M in Q3 2024. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Onyx Bridge Wealth Group held 16,282 shares of Vanguard Health Care ETF worth $5.15M as of Q3 2026.
  • Onyx Bridge Wealth Group bought 90 Vanguard Health Care ETF shares in Q3 2026, an estimated $28.2K.
  • Vanguard Health Care ETF made up 0.45% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #52 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 21 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Health Care ETF position peaked at $8.4M in Q3 2024.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.