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SAGE RHINO CAPITAL LLC: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE RHINO CAPITAL LLC on VHT, newest first. How the timeline and the estimate are built.

SAGE RHINO CAPITAL LLC held 19,720 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,720 shares
    Change vs previous 13F -1,259 shares

    0.97% of the 13F portfolio, value $5,896,596.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,979 shares
    Change vs previous 13F +1,803 shares

    1.07% of the 13F portfolio, value $5,713,211.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,176 shares
    Change vs previous 13F -1,066 shares

    1.04% of the 13F portfolio, value $5,519,694.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,242 shares
    Change vs previous 13F +137 shares

    1.02% of the 13F portfolio, value $5,254,845.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,105 shares
    Change vs previous 13F -834 shares

    1.06% of the 13F portfolio, value $4,992,796.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,939 shares
    Change vs previous 13F -1,286 shares

    1.29% of the 13F portfolio, value $5,543,266.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,225 shares
    Change vs previous 13F +576 shares

    1.23% of the 13F portfolio, value $5,638,260.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,649 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,109,348.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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