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Security National Bank’s Vanguard Health Care ETF VHT Stock Holding History

Security National 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 		– Sell
-114
Closed -$31K – 442
2026
Q1 		$31K Hold
114
– – ﹤0.01% 268
2025
Q4 		$32.8K Hold
114
– – ﹤0.01% 259
2025
Q3 		$29.6K Hold
114
– – ﹤0.01% 268
2025
Q2 		$28.3K Hold
114
– – ﹤0.01% 246
2025
Q1 		$30.2K Sell
114
-135
-54% -$36K 0.01% 243
2024
Q4 		$63.2K Hold
249
– – 0.01% 196
2024
Q3 		$70.3K Hold
249
– – 0.01% 176
2024
Q2 		$66.2K Hold
249
– – 0.01% 175
2024
Q1 		$67.4K Hold
249
– – 0.01% 173
2023
Q4 		$62.4K Buy
+249
New +$59K 0.01% 183

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Security National Bank's VHT Position: Q2 2026 in Review

Security National Bank sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 114 shares — an estimated $31K sold.

Security National Bank first reported a position in VHT in Q4 2023 and held it in 10 quarters. The position peaked at $70.3K in Q3 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Security National Bank reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 114 Vanguard Health Care ETF shares in Q2 2026, an estimated $31K.
  • Security National Bank first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 10 quarters.
  • Security National Bank's Vanguard Health Care ETF position peaked at $70.3K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.