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 Q2	$1.33M	Sell	4,448 -364	-8%	-$101K	0.39%	44
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Idaho Trust Bank's VHT Position: Q2 2026 in Review

Idaho Trust Bank reduced its Vanguard Health Care ETF (VHT) stake by 7.6% in Q2 2026, selling an estimated $101K and leaving 4,448 shares worth $1.33M. The position accounts for 0.39% of the portfolio, ranked #44.

Idaho Trust Bank first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Idaho Trust Bank held 4,448 shares of Vanguard Health Care ETF worth $1.33M as of Q2 2026.
Idaho Trust Bank sold 364 Vanguard Health Care ETF shares in Q2 2026, an estimated $101K.
Vanguard Health Care ETF made up 0.39% of Idaho Trust Bank's portfolio in Q2 2026, its #44 holding.
Idaho Trust Bank first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
Idaho Trust Bank's Vanguard Health Care ETF position peaked at $2.06M in Q2 2023.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.