Penobscot Wealth Management
VHT icon

Penobscot Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Penobscot Wealth 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 		$4.51M Buy
14,257
+164
+1% +$51.4K 1.16% 16
2026
Q2 		$4.21M Buy
14,093
+822
+6% +$229K 1.13% 17
2026
Q1 		$3.61M Buy
13,271
+590
+5% +$169K 1.07% 19
2025
Q4 		$3.65M Sell
12,681
-421
-3% -$118K 1.13% 16
2025
Q3 		$3.4M Buy
13,102
+559
+4% +$140K 1.09% 19
2025
Q2 		$3.11M Buy
12,543
+1,531
+14% +$378K 1.12% 17
2025
Q1 		$2.92M Sell
11,012
-2,840
-21% -$757K 1.23% 15
2024
Q4 		$3.51M Buy
13,852
+853
+7% +$230K 1.62% 12
2024
Q3 		$3.67M Buy
12,999
+880
+7% +$244K 1.98% 11
2024
Q2 		$3.2M Buy
12,119
+681
+6% +$179K 1.9% 12
2024
Q1 		$3.09M Sell
11,438
-100
-0.9% -$26.3K 1.95% 12
2023
Q4 		$2.89M Sell
11,538
-286
-2% -$67.7K 1.95% 14
2023
Q3 		$2.78M Buy
11,824
+189
+2% +$46.1K 2.11% 10
2023
Q2 		$2.85M Buy
11,635
+218
+2% +$53K 2.09% 12
2023
Q1 		$2.72M Sell
11,417
-102
-0.9% -$24.5K 2.12% 11
2022
Q4 		$2.86M Buy
11,519
+608
+6% +$147K 2.48% 10
2022
Q3 		$2.44M Buy
10,911
+644
+6% +$154K 2.36% 12
2022
Q2 		$2.42M Buy
10,267
+248
+2% +$59.8K 2.36% 12
2022
Q1 		$2.55M Buy
10,019
+1,943
+24% +$480K 2.29% 11
2021
Q4 		$2.15M Buy
8,076
+825
+11% +$210K 1.83% 15
2021
Q3 		$1.79M Buy
+7,251
New +$1.86M 1.66% 20

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

Penobscot Wealth Management's VHT Position: Q3 2026 in Review

Penobscot Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 1.2% in Q3 2026, buying an estimated $51.4K and bringing the position to 14,257 shares worth $4.51M. The position accounts for 1.16% of the portfolio, ranked #16.

Penobscot Wealth Management first reported a position in VHT in Q3 2021 and has held it in 21 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Penobscot Wealth Management held 14,257 shares of Vanguard Health Care ETF worth $4.51M as of Q3 2026.
  • Penobscot Wealth Management bought 164 Vanguard Health Care ETF shares in Q3 2026, an estimated $51.4K.
  • Vanguard Health Care ETF made up 1.16% of Penobscot Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Penobscot Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 21 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.