Rossby Financial, LCC VHT — VANGUARD HEALTH CARE ETF

Ownership history in Rossby Financial, LCC  ·  6 quarters on record

AI Ownership Summary

Rossby Financial, LCC reported VANGUARD HEALTH CARE ETF (VHT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2024 Q4. The latest visible filing shows VHT at 0.41% 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.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rossby Financial, LCC's position in VANGUARD HEALTH CARE ETF, 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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2024 Q4

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

Time in book
Holding Window
2024 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 Rossby Financial, LCC fund profile Rossby Financial, LCC full holdings
How Rossby Financial, LCC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,264 -487 -6.3% 0.41% $2.0M 2026-05-11 $267.95
2025 Q4 ADDED — — — 7,751 +1,213 +18.6% 0.69% $2.2M 2026-02-12 $286.75
2025 Q3 ADDED — — — 6,538 +29 +0.4% 0.57% $1.7M 2025-11-10 $272.19
2025 Q2 ADDED — — — 6,509 +65 +1.0% 0.60% $1.6M 2025-08-01 $239.11
2025 Q1 ADDED — — — 6,444 +1,020 +18.8% 0.68% $1.6M 2025-04-28 $248.07
2024 Q4 INITIATED — — — 5,424 — — 0.85% $1.4M 2025-02-13 $263.63

🏢 Other funds also holding VHT

As of 2026 Q1 — sorted by position size

Wheelhouse Advisory Group LLC 7.69% Allied Investment Advisors, LLC 3Y 7Y 6.7% SOUTHERN CAPITAL SERVICES INC /ADV 6.43% Lakeshore Financial Planning, Inc. 5.59% Beacon Capital Management, Inc. 3Y 7Y 5.4% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.25% Adaptive Financial Consulting, LLC 3Y 4.55% Richmond Brothers, Inc. 3Y 4.32% DMKC Advisory Services, LLC 4.04% Geneva Partners, LLC 3Y 7Y 3.86%

FAQ About Rossby Financial, LCC and VHT

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

How long has Rossby Financial, LCC reported owning VHT?

Rossby Financial, LCC reported VHT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VHT position in Rossby Financial, LCC's portfolio?

The largest reported portfolio weight for VHT was 0.85% in 2024 Q4.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2026 Q1, when Rossby Financial, LCC reported 7,264 shares, equal to 0.41% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VHT ownership page compare?

The chart compares Rossby Financial, LCC'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 Rossby Financial, LCC time their VHT position?

Based on 13F filing dates vs. subsequent VHT price moves, Rossby Financial, LCC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VHT relative to SPY over the holding period was -14.3%.

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