Ownership history in Marotta Asset Management Β· 24 quarters on record
This page tracks every 13F SEC filing in which Marotta Asset Management reported a position in VANGUARD HEALTH CARE ETF (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Marotta Asset Management underperformed the S&P 500 by β6.9% annually on this VHT position. Timing score: 57% (13/23 decisions correct). Average cost basis: $195.88. Maximum drawdown during holding period: β15.2%.
β Significantly underperformed the S&P 500 by 6.9% ann.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 23 add/trim decisions correct
Best entry: $152.81 (2020 Q1) Β· Worst: $258.10 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 10 trims. Bought during 7 of 9 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size