WT
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Whittier Trust’s Vanguard Health Care ETF VHT Stock Holding History

Whittier 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
Q1 		$810K Sell
2,977
-952
-24% -$272K 0.01% 377
2025
Q4 		$1.15M Hold
3,929
– – 0.01% 330
2025
Q3 		$1.06M Sell
3,929
-1,918
-33% -$481K 0.01% 334
2025
Q2 		$1.45M Sell
5,847
-160
-3% -$39.5K 0.02% 327
2025
Q1 		$1.59M Buy
6,007
+4
+0.1% +$1.07K 0.02% 312
2024
Q4 		$1.52M Buy
6,003
+2,195
+58% +$591K 0.02% 311
2024
Q3 		$1.07M Hold
3,808
– – 0.01% 369
2024
Q2 		$1.01M Hold
3,808
– – 0.01% 357
2024
Q1 		$1.03M Hold
3,808
– – 0.02% 358
2023
Q4 		$955K Sell
3,808
-305
-7% -$72.2K 0.02% 367
2023
Q3 		$967K Buy
4,113
+25
+0.6% +$6.09K 0.02% 357
2023
Q2 		$1M Hold
4,088
– – 0.02% 353
2023
Q1 		$975K Hold
4,088
– – 0.02% 360
2022
Q4 		$1.01M Sell
4,088
-200
-5% -$48.5K 0.02% 352
2022
Q3 		$959K Sell
4,288
-631
-13% -$151K 0.02% 347
2022
Q2 		$1.16M Buy
4,919
+539
+12% +$130K 0.02% 334
2022
Q1 		$1.11M Sell
4,380
-76
-2% -$18.8K 0.02% 355
2021
Q4 		$1.19M Buy
4,456
+506
+13% +$129K 0.02% 350
2021
Q3 		$976K Sell
3,950
-204
-5% -$52.3K 0.02% 362
2021
Q2 		$1.03M Buy
4,154
+479
+13% +$114K 0.02% 362
2021
Q1 		$841K Buy
3,675
+973
+36% +$223K 0.02% 397
2020
Q4 		$605K Hold
2,702
– – 0.01% 407
2020
Q3 		$551K Hold
2,702
– – 0.01% 418
2020
Q2 		$521K Sell
2,702
-58
-2% -$10.9K 0.01% 398
2020
Q1 		$458K Sell
2,760
-92
-3% -$16.8K 0.02% 392
2019
Q4 		$547K Hold
2,852
– – 0.01% 390
2019
Q3 		$478K Hold
2,852
– – 0.01% 406
2019
Q2 		$496K Hold
2,852
– – 0.01% 386
2019
Q1 		$492K Buy
2,852
+11
+0.4% +$1.86K 0.02% 388
2018
Q4 		$456K Buy
2,841
+125
+5% +$21.2K 0.02% 379
2018
Q3 		$490K Buy
2,716
+729
+37% +$125K 0.02% 369
2018
Q2 		$316K Hold
1,987
– – 0.01% 435
2018
Q1 		$305K Hold
1,987
– – 0.01% 442
2017
Q4 		$306K Hold
1,987
– – 0.01% 432
2017
Q3 		$303K Buy
1,987
+1,550
+355% +$231K 0.01% 421
2017
Q2 		$64K Buy
437
+117
+37% +$16.5K ﹤0.01% 655
2017
Q1 		$44K Sell
320
-535
-63% -$72.1K ﹤0.01% 732
2016
Q4 		$108K Buy
855
+535
+167% +$68.3K ﹤0.01% 571
2016
Q3 		$43K Hold
320
– – ﹤0.01% 725
2016
Q2 		$42K Hold
320
– – ﹤0.01% 748
2016
Q1 		$39K Hold
320
– – ﹤0.01% 760
2015
Q4 		$43K Hold
320
– – ﹤0.01% 749
2015
Q3 		$39K Hold
320
– – ﹤0.01% 746
2015
Q2 		$45K Hold
320
– – ﹤0.01% 756
2015
Q1 		$43K Hold
320
– – ﹤0.01% 751
2014
Q4 		$40K Hold
320
– – ﹤0.01% 687
2014
Q3 		$37K Hold
320
– – ﹤0.01% 695
2014
Q2 		$36K Hold
320
– – ﹤0.01% 697
2014
Q1 		$34K Hold
320
– – ﹤0.01% 714
2013
Q4 		$32K Hold
320
– – ﹤0.01% 744
2013
Q3 		$30K Hold
320
– – ﹤0.01% 747
2013
Q2 		$28K Buy
+320
New +$27.6K ﹤0.01% 745

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whittier Trust's VHT Position: Q1 2026 in Review

Whittier Trust reduced its Vanguard Health Care ETF (VHT) stake by 24% in Q1 2026, selling an estimated $272K and leaving 2,977 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #377.

Whittier Trust first reported a position in VHT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Whittier Trust held 2,977 shares of Vanguard Health Care ETF worth $810K as of Q1 2026.
  • Whittier Trust sold 952 Vanguard Health Care ETF shares in Q1 2026, an estimated $272K.
  • Vanguard Health Care ETF made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #377 holding.
  • Whittier Trust first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Vanguard Health Care ETF position peaked at $1.59M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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