Idaho Trust Bank’s Vanguard Health Care ETF VHT Stock Holding History

Idaho Trust Bank’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Sell	4,812 -206	-4%	-$58.9K	0.43%	43
2025 Q4	$1.44M	Sell	5,018 -95	-2%	-$26.5K	0.48%	40
2025 Q3	$1.33M	Sell	5,113 -142	-3%	-$35.6K	0.45%	47
2025 Q2	$1.31M	Sell	5,255 -231	-4%	-$57.1K	0.47%	52
2025 Q1	$1.45M	Sell	5,486 -3	-0.1%	-$799	0.59%	45
2024 Q4	$1.39M	Buy	5,489 +248	+5%	+$66.8K	0.7%	35
2024 Q3	$1.48M	Sell	5,241 -40	-0.8%	-$11.1K	0.71%	36
2024 Q2	$1.4M	Buy	+5,281	New	+$1.38M	0.72%	37
2024 Q1	–	Sell	-5,255	Closed	-$1.32M	–	152
2023 Q4	$1.32M	Sell	5,255 -2,085	-28%	-$494K	0.76%	36
2023 Q3	$1.73M	Sell	7,340 -1,093	-13%	-$266K	1.12%	28
2023 Q2	$2.06M	Buy	+8,433	New	+$2.05M	1.3%	27

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Idaho Trust Bank's VHT Position: Q1 2026 in Review

Idaho Trust Bank reduced its Vanguard Health Care ETF (VHT) stake by 4.1% in Q1 2026, selling an estimated $58.9K and leaving 4,812 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #43.

Idaho Trust Bank first reported a position in VHT in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Idaho Trust Bank held 4,812 shares of Vanguard Health Care ETF worth $1.31M as of Q1 2026.
Idaho Trust Bank sold 206 Vanguard Health Care ETF shares in Q1 2026, an estimated $58.9K.
Vanguard Health Care ETF made up 0.43% of Idaho Trust Bank's portfolio in Q1 2026, its #43 holding.
Idaho Trust Bank first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 11 quarters since.
Idaho Trust Bank's Vanguard Health Care ETF position peaked at $2.06M in Q2 2023.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.