AMI INVESTMENT MANAGEMENT INC VHT — Vanguard Health Care

Ownership history in AMI INVESTMENT MANAGEMENT INC  ·  24 quarters on record

AI Ownership Summary

AMI INVESTMENT MANAGEMENT INC reported Vanguard Health Care (VHT) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.49% in 2023 Q4. The latest visible filing shows VHT at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMI INVESTMENT MANAGEMENT INC's position in Vanguard Health Care, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VHT was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VHT stock page AMI INVESTMENT MANAGEMENT INC fund profile AMI INVESTMENT MANAGEMENT INC full holdings
How AMI INVESTMENT MANAGEMENT INC held VHT — position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,030 +315 +1.9% 1.04% $4.6M 2026-04-15 $276.41
2025 Q4 REDUCED 7.3% -5.0% ✅ 16,715 -1,316 -7.3% 1.08% $4.8M 2026-01-14 $292.44
2025 Q3 REDUCED 39.4% +12.3% ❌ 18,031 -11,732 -39.4% 1.09% $4.7M 2025-10-16 $263.65
2025 Q2 REDUCED — — — 29,763 -225 -0.8% 1.91% $7.4M 2025-07-23 $247.98
2025 Q1 REDUCED — — — 29,988 -489 -1.6% 2.56% $7.9M 2025-04-11 $243.78
2024 Q4 REDUCED — — — 30,477 -1,170 -3.7% 2.51% $7.7M 2025-01-16 $254.74
2024 Q3 ADDED — — — 31,647 +302 +1.0% 3.02% $8.9M 2024-10-04 $271.04
2024 Q2 REDUCED — — — 31,345 -240 -0.8% 2.91% $8.3M 2024-07-25 $265.78
2024 Q1 REDUCED 8.1% -1.8% ✅ 31,585 -2,782 -8.1% 3.10% $8.5M 2024-04-18 $244.76
2023 Q4 REDUCED 8.6% +7.3% ❌ 34,367 -3,252 -8.6% 3.49% $8.6M 2024-01-18 $246.10
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VHT

As of 2026 Q1 — sorted by position size

Wheelhouse Advisory Group LLC 7.69% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.25% RCW Management, LLC 3.18% Capital Advantage, Inc. 3Y 7Y 3.17% TRUST CO OF OKLAHOMA 3Y 7Y 2.67% WASHINGTON GROWTH STRATEGIES LLC 2.65% Artesa Financial Group, LLC 2.3% Sharper & Granite LLC 3Y 2.28% North Forty Two & Co. 2.23% ARMSTRONG ADVISORY GROUP, INC 3Y 2.13%

FAQ About AMI INVESTMENT MANAGEMENT INC and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMI INVESTMENT MANAGEMENT INC reported owning VHT?

AMI INVESTMENT MANAGEMENT INC reported VHT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VHT position in AMI INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VHT was 3.49% in 2023 Q4.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2026 Q1, when AMI INVESTMENT MANAGEMENT INC reported 17,030 shares, equal to 1.04% of portfolio, with an estimated market value of $4.6M.

What does the chart on this VHT ownership page compare?

The chart compares AMI INVESTMENT MANAGEMENT INC's quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMI INVESTMENT MANAGEMENT INC time their VHT position?

Based on 13F filing dates vs. subsequent VHT price moves, AMI INVESTMENT MANAGEMENT INC correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on VHT relative to SPY over the holding period was -8.5%.

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