Roxbury Financial
VHT icon

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
Q3 		$41.2K Hold
130
– – 0.03% 223
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

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Everett Harris & Co
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Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 24.08% 1-Year Est. Return

Roxbury Financial's VHT Position: Q3 2026 in Review

Roxbury Financial held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 130 shares worth $41.2K. The position accounts for 0.03% of the portfolio, ranked #223.

Roxbury Financial first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Roxbury Financial held 130 shares of Vanguard Health Care ETF worth $41.2K as of Q3 2026.
  • Roxbury Financial left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #223 holding.
  • Roxbury Financial first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.