Winebrenner Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Winebrenner Capital 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	$331K	Sell	1,047 -3	-0.3%	-$940	0.21%	104
2026 Q2	$314K	Buy	1,050 +1	+0.1%	+$278	0.19%	112
2026 Q1	$286K	Buy	1,049 +1	+0.1%	+$286	0.18%	114
2025 Q4	$302K	Buy	1,048 +2	+0.2%	+$559	0.2%	109
2025 Q3	$272K	Sell	1,046 -25	-2%	-$6.27K	0.2%	112
2025 Q2	$266K	Sell	1,071 -8	-0.7%	-$1.98K	0.21%	109
2025 Q1	$286K	Sell	1,079 -91	-8%	-$24.2K	0.26%	104
2024 Q4	$297K	Buy	+1,170	New	+$315K	0.23%	98

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

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 Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winebrenner Capital Management's VHT Position: Q3 2026 in Review

Winebrenner Capital Management reduced its Vanguard Health Care ETF (VHT) stake by 0.29% in Q3 2026, selling an estimated $940 and leaving 1,047 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #104.

Winebrenner Capital Management first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Winebrenner Capital Management held 1,047 shares of Vanguard Health Care ETF worth $331K as of Q3 2026.
Winebrenner Capital Management sold 3 Vanguard Health Care ETF shares in Q3 2026, an estimated $940.
Vanguard Health Care ETF made up 0.21% of Winebrenner Capital Management's portfolio in Q3 2026, its #104 holding.
Winebrenner Capital Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.