VHT — HEALTH CARE

Ownership history in Main Management LLC  ·  51 quarters on record

This page tracks every 13F SEC filing in which Main Management LLC reported a position in HEALTH CARE (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.77% (2014 Q1)
Avg. % of fund
2.37%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
51
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,650 +4,147 +6.6% 1.38% $19.2M $287.85
2025 Q3 REDUCED 62,503 -1,705 -2.7% 1.19% $16.2M $258.10
2025 Q2 REDUCED 64,208 -2,155 -3.2% 1.25% $15.9M $245.87
2025 Q1 ADDED 66,363 +127 +0.2% 1.55% $17.6M $261.07
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
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