MBT
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Montecito Bank & Trust’s Vanguard Health Care ETF VHT Stock Holding History

Montecito Bank & Trust’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
Q3 		$201K Buy
+635
New +$199K 0.03% 269
2024
Q3 		– Sell
-784
Closed -$209K – 286
2024
Q2 		$209K Hold
784
– – 0.04% 252
2024
Q1 		$212K Sell
784
-250
-24% -$65.7K 0.04% 257
2023
Q4 		$259K Hold
1,034
– – 0.06% 228
2023
Q3 		$243K Hold
1,034
– – 0.06% 222
2023
Q2 		$253K Sell
1,034
-205
-17% -$49.9K 0.06% 216
2023
Q1 		$295K Buy
1,239
+49
+4% +$11.8K 0.07% 209
2022
Q4 		$295K Buy
1,190
+90
+8% +$21.8K 0.07% 203
2022
Q3 		$246K Hold
1,100
– – 0.06% 213
2022
Q2 		$259K Buy
1,100
+252
+30% +$60.7K 0.06% 211
2022
Q1 		$216K Buy
848
+80
+10% +$19.8K 0.04% 253
2021
Q4 		$205K Buy
+768
New +$196K 0.04% 260
2018
Q1 		– Sell
-4,496
Closed -$693K – 194
2017
Q4 		$693K Sell
4,496
-124
-3% -$19K 0.23% 74
2017
Q3 		$704K Buy
4,620
+195
+4% +$29.1K 0.24% 72
2017
Q2 		$652K Buy
4,425
+1,803
+69% +$255K 0.23% 76
2017
Q1 		$361K Buy
2,622
+1,743
+198% +$235K 0.13% 126
2016
Q4 		$111K Buy
+879
New +$112K 0.04% 214
2015
Q1 		– Sell
-1,701
Closed -$214K – 166
2014
Q4 		$214K Buy
+1,701
New +$209K 0.11% 150
2014
Q3 		– Sell
-1,914
Closed -$214K – 157
2014
Q2 		$214K Sell
1,914
-260
-12% -$27.8K 0.13% 139
2014
Q1 		$232K Hold
2,174
– – 0.15% 124
2013
Q4 		$220K Sell
2,174
-459
-17% -$45K 0.14% 127
2013
Q3 		$245K Sell
2,633
-215
-8% -$19.7K 0.16% 109
2013
Q2 		$246K Buy
+2,848
New +$246K 0.17% 103

Other funds holding VHT

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Montecito Bank & Trust's VHT Position: Q3 2026 in Review

Montecito Bank & Trust opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 635 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings. This is a return to the name: Montecito Bank & Trust previously reported a position in VHT as recently as Q2 2024.

Montecito Bank & Trust first reported a position in VHT in Q2 2013 and has held it in 23 quarters since. The position peaked at $704K in Q3 2017. 9 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Montecito Bank & Trust held 635 shares of Vanguard Health Care ETF worth $201K as of Q3 2026.
  • Vanguard Health Care ETF was a new Montecito Bank & Trust position in Q3 2026.
  • Vanguard Health Care ETF made up 0.03% of Montecito Bank & Trust's portfolio in Q3 2026, its #269 holding.
  • Montecito Bank & Trust first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 23 quarters since.
  • Montecito Bank & Trust's Vanguard Health Care ETF position peaked at $704K in Q3 2017.
  • 9 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.