Pinnacle Bancorp’s Vanguard Health Care ETF VHT Stock Holding History

Pinnacle Bancorp’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
2025 Q2	–	Sell	-865	Closed	-$229K	–	945
2025 Q1	$229K	Sell	865 -1	-0.1%	-$266	0.07%	203
2024 Q4	$220K	Buy	866 +157	+22%	+$42.3K	0.07%	210
2024 Q3	$200K	Sell	709 -119	-14%	-$33.1K	0.05%	217
2024 Q2	$220K	Buy	+828	New	+$217K	0.07%	192
2021 Q3	–	Sell	-110	Closed	-$27K	–	763
2021 Q2	$27K	Hold	110	–	–	0.01%	445
2021 Q1	$25K	Hold	110	–	–	0.01%	455
2020 Q4	$25K	Hold	110	–	–	0.02%	439
2020 Q3	$22K	Hold	110	–	–	0.02%	435
2020 Q2	$21K	Hold	110	–	–	0.02%	420
2020 Q1	$18K	Hold	110	–	–	0.02%	408
2019 Q4	$21K	Hold	110	–	–	0.01%	432
2019 Q3	$18K	Hold	110	–	–	0.01%	469
2019 Q2	$19K	Hold	110	–	–	0.01%	455
2019 Q1	$19K	Hold	110	–	–	0.01%	437
2018 Q4	$18K	Buy	+110	New	+$18.6K	0.01%	437
2017 Q1	$15K	Buy	+110	New	+$14.8K	0.01%	450

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

PCH

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Bancorp's VHT Position: Q2 2025 in Review

Pinnacle Bancorp sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 865 shares — an estimated $229K sold.

Pinnacle Bancorp first reported a position in VHT in Q1 2017 and held it in 16 quarters. The position peaked at $229K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Pinnacle Bancorp reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Bancorp sold 865 Vanguard Health Care ETF shares in Q2 2025, an estimated $229K.
Pinnacle Bancorp first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 16 quarters.
Pinnacle Bancorp's Vanguard Health Care ETF position peaked at $229K in Q1 2025.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Pinnacle Bancorp's 13F filing for Q2 2025, filed 11 Jul 2025.