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

Yoder 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	$499K	Sell	1,580 -50	-3%	-$15.7K	0.19%	73
2026 Q2	$487K	Hold	1,630	–	–	0.19%	76
2026 Q1	$444K	Sell	1,630 -500	-23%	-$143K	0.2%	72
2025 Q4	$613K	Sell	2,130 -184	-8%	-$51.4K	0.28%	62
2025 Q3	$601K	Sell	2,314 -140	-6%	-$35.1K	0.28%	61
2025 Q2	$609K	Sell	2,454 -68	-3%	-$16.8K	0.32%	58
2025 Q1	$668K	Buy	2,522 +115	+5%	+$30.6K	0.38%	55
2024 Q4	$611K	Buy	2,407 +173	+8%	+$46.6K	0.34%	56
2024 Q3	$630K	Hold	2,234	–	–	0.38%	53
2024 Q2	$594K	Buy	2,234 +39	+2%	+$10.2K	0.38%	51
2024 Q1	$594K	Sell	2,195 -170	-7%	-$44.7K	0.39%	51
2023 Q4	$593K	Buy	2,365 +16	+0.7%	+$3.79K	0.42%	48
2023 Q3	$552K	Buy	2,349 +100	+4%	+$24.4K	0.46%	49
2023 Q2	$551K	Hold	2,249	–	–	0.43%	49
2023 Q1	$536K	Buy	+2,249	New	+$541K	0.45%	47

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

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

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

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

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

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

Yoder Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 3.1% in Q3 2026, selling an estimated $15.7K and leaving 1,580 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #73.

Yoder Wealth Management first reported a position in VHT in Q1 2023 and has held it in 15 quarters since. The position peaked at $668K in Q1 2025. 229 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Yoder Wealth Management held 1,580 shares of Vanguard Health Care ETF worth $499K as of Q3 2026.
Yoder Wealth Management sold 50 Vanguard Health Care ETF shares in Q3 2026, an estimated $15.7K.
Vanguard Health Care ETF made up 0.19% of Yoder Wealth Management's portfolio in Q3 2026, its #73 holding.
Yoder Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Vanguard Health Care ETF position peaked at $668K in Q1 2025.
229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

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