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Disclosery

Marotta Asset Management: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VHT, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 41,065 VHT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,065 shares
    Change vs previous 13F -9,536 shares

    2.2% of the 13F portfolio, value $12,979,825.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,601 shares
    Change vs previous 13F -2,745 shares

    2.53% of the 13F portfolio, value $15,222,805.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 53,346 shares
    Change vs previous 13F -5,298 shares

    2.7% of the 13F portfolio, value $14,643,477.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 58,644 shares
    Change vs previous 13F -10,133 shares

    3.13% of the 13F portfolio, value $16,880,675.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 68,777 shares
    Change vs previous 13F +1,818 shares

    3.45% of the 13F portfolio, value $18,342,029.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 66,959 shares
    Change vs previous 13F +1,156 shares

    3.33% of the 13F portfolio, value $16,628,496.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 65,803 shares
    Change vs previous 13F -1,029 shares

    3.65% of the 13F portfolio, value $18,569,495.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 66,832 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $16,979,238.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).