WhitTier Trust Company’s Vanguard Health Care ETF VHT Stock Holding History

WhitTier Trust Company’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 Q1	$1.13M	Sell	4,147 -533	-11%	-$152K	0.02%	286
2025 Q4	$1.38M	Buy	4,680 +10	+0.2%	+$2.79K	0.03%	265
2025 Q3	$1.26M	Buy	4,670 +8	+0.2%	+$2.01K	0.03%	271
2025 Q2	$1.16M	Sell	4,662 -396	-8%	-$97.9K	0.03%	300
2025 Q1	$1.34M	Buy	5,058 +504	+11%	+$134K	0.03%	273
2024 Q4	$1.16M	Buy	4,554 +13	+0.3%	+$3.5K	0.03%	278
2024 Q3	$1.28M	Buy	4,541 +1,715	+61%	+$476K	0.03%	271
2024 Q2	$752K	Hold	2,826	–	–	0.02%	307
2024 Q1	$764K	Sell	2,826 -400	-12%	-$105K	0.02%	304
2023 Q4	$809K	Hold	3,226	–	–	0.03%	293
2023 Q3	$758K	Hold	3,226	–	–	0.03%	295
2023 Q2	$790K	Hold	3,226	–	–	0.03%	296
2023 Q1	$769K	Sell	3,226 -64	-2%	-$15.4K	0.03%	299
2022 Q4	$816K	Hold	3,290	–	–	0.03%	296
2022 Q3	$736K	Buy	3,290 +3,000	+1,034%	+$716K	0.03%	299
2022 Q2	$68K	Hold	290	–	–	﹤0.01%	621
2022 Q1	$74K	Hold	290	–	–	﹤0.01%	613
2021 Q4	$77K	Hold	290	–	–	﹤0.01%	609
2021 Q3	$72K	Buy	290 +128	+79%	+$32.8K	﹤0.01%	614
2021 Q2	$40K	Hold	162	–	–	﹤0.01%	697
2021 Q1	$37K	Hold	162	–	–	﹤0.01%	689
2020 Q4	$36K	Hold	162	–	–	﹤0.01%	677
2020 Q3	$33K	Hold	162	–	–	﹤0.01%	666
2020 Q2	$31K	Buy	162 +117	+260%	+$22K	﹤0.01%	658
2020 Q1	$7K	Hold	45	–	–	﹤0.01%	829
2019 Q4	$9K	Hold	45	–	–	﹤0.01%	863
2019 Q3	$8K	Sell	45 -110	-71%	-$18.8K	﹤0.01%	860
2019 Q2	$27K	Hold	155	–	–	﹤0.01%	690
2019 Q1	$27K	Hold	155	–	–	﹤0.01%	687
2018 Q4	$25K	Buy	155 +45	+41%	+$7.62K	﹤0.01%	697
2018 Q3	$20K	Hold	110	–	–	﹤0.01%	759
2018 Q2	$18K	Hold	110	–	–	﹤0.01%	763
2018 Q1	$17K	Hold	110	–	–	﹤0.01%	776
2017 Q4	$17K	Hold	110	–	–	﹤0.01%	738
2017 Q3	$17K	Hold	110	–	–	﹤0.01%	725
2017 Q2	$16K	Sell	110 -461	-81%	-$65.2K	﹤0.01%	724
2017 Q1	$79K	Hold	571	–	–	0.01%	470
2016 Q4	$72K	Hold	571	–	–	0.01%	474
2016 Q3	$76K	Hold	571	–	–	0.01%	465
2016 Q2	$75K	Hold	571	–	–	0.01%	461
2016 Q1	$70K	Hold	571	–	–	0.01%	473
2015 Q4	$76K	Hold	571	–	–	0.01%	456
2015 Q3	$70K	Hold	571	–	–	0.01%	470
2015 Q2	$80K	Hold	571	–	–	0.01%	480
2015 Q1	$77K	Hold	571	–	–	0.01%	479
2014 Q4	$72K	Hold	571	–	–	0.01%	482
2014 Q3	$67K	Hold	571	–	–	0.01%	491
2014 Q2	$64K	Hold	571	–	–	0.01%	508
2014 Q1	$61K	Buy	+571	New	+$60.4K	0.01%	521

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WhitTier Trust Company's VHT Position: Q1 2026 in Review

WhitTier Trust Company reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2026, selling an estimated $152K and leaving 4,147 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #286.

WhitTier Trust Company first reported a position in VHT in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.38M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

WhitTier Trust Company held 4,147 shares of Vanguard Health Care ETF worth $1.13M as of Q1 2026.
WhitTier Trust Company sold 533 Vanguard Health Care ETF shares in Q1 2026, an estimated $152K.
Vanguard Health Care ETF made up 0.02% of WhitTier Trust Company's portfolio in Q1 2026, its #286 holding.
WhitTier Trust Company first reported a position in Vanguard Health Care ETF in Q1 2014 and has held it in 49 quarters since.
WhitTier Trust Company's Vanguard Health Care ETF position peaked at $1.38M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.