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

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 $765B AUM 28.39% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 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 22.9% 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. 1,129 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.
1,129 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.