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Rhodes Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Rhodes Investment Advisors’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 		$550K Buy
1,740
+200
+13% +$62.7K 0.39% 71
2026
Q2 		$460K Buy
1,540
+262
+21% +$72.8K 0.34% 74
2026
Q1 		$348K Buy
1,278
+291
+29% +$83.2K 0.3% 79
2025
Q4 		$284K Buy
+987
New +$276K 0.23% 85

Other funds holding VHT

TAM
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Rhodes Investment Advisors's VHT Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Vanguard Health Care ETF (VHT) stake by 13% in Q3 2026, buying an estimated $62.7K and bringing the position to 1,740 shares worth $550K. The position accounts for 0.39% of the portfolio, ranked #71.

Rhodes Investment Advisors first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Rhodes Investment Advisors held 1,740 shares of Vanguard Health Care ETF worth $550K as of Q3 2026.
  • Rhodes Investment Advisors bought 200 Vanguard Health Care ETF shares in Q3 2026, an estimated $62.7K.
  • Vanguard Health Care ETF made up 0.39% of Rhodes Investment Advisors's portfolio in Q3 2026, its #71 holding.
  • Rhodes Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.