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Roxbury Financial’s Vanguard Health Care ETF VHT Stock Holding History

Roxbury Financial’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 		$39K Hold
130
– – 0.03% 219
2026
Q1 		$35.5K Hold
130
– – 0.03% 212
2025
Q4 		$37.5K Hold
130
– – 0.03% 207
2025
Q3 		$33.9K Hold
130
– – 0.03% 209
2025
Q2 		$32.4K Buy
130
+1
+0.8% +$247 0.03% 206
2025
Q1 		$35.2K Buy
129
+1
+0.8% +$266 0.03% 194
2024
Q4 		$35.1K Buy
+128
New +$34.5K 0.03% 197

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

Roxbury Financial's VHT Position: Q2 2026 in Review

Roxbury Financial held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 130 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #219.

Roxbury Financial first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Roxbury Financial held 130 shares of Vanguard Health Care ETF worth $39K as of Q2 2026.
  • Roxbury Financial left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #219 holding.
  • Roxbury Financial first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.