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Capstone Triton Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-3,416
Closed -$983K – 117
2025
Q4 		$983K Sell
3,416
-13
-0.4% -$3.63K 0.65% 58
2025
Q3 		$890K Buy
3,429
+94
+3% +$23.6K 0.6% 60
2025
Q2 		$828K Buy
+3,335
New +$824K 0.6% 60
2024
Q4 		$1.79M Buy
7,059
+17
+0.2% +$4.58K 1.12% 28
2024
Q3 		$1.99M Buy
7,042
+781
+12% +$217K 1.27% 22
2024
Q2 		$1.67M Buy
6,261
+411
+7% +$108K 1.17% 26
2024
Q1 		$1.58M Sell
5,850
-745
-11% -$196K 1.12% 29
2023
Q4 		$1.65M Sell
6,595
-47
-0.7% -$11.1K 1.21% 27
2023
Q3 		$1.56M Buy
6,642
+250
+4% +$60.9K 1.14% 28
2023
Q2 		$1.56M Buy
6,392
+212
+3% +$51.6K 1.08% 29
2023
Q1 		$1.47M Buy
6,180
+251
+4% +$60.4K 1.11% 30
2022
Q4 		$1.47M Sell
5,929
-8
-0.1% -$1.94K 1.18% 28
2022
Q3 		$1.33M Buy
5,937
+104
+2% +$24.8K 1.14% 30
2022
Q2 		$1.41M Buy
+5,833
New +$1.41M 1.06% 30

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

Capstone Triton Financial Group's VHT Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 3,416 shares — an estimated $983K sold.

Capstone Triton Financial Group first reported a position in VHT in Q2 2022 and held it in 14 quarters. The position peaked at $1.99M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 3,416 Vanguard Health Care ETF shares in Q1 2026, an estimated $983K.
  • Capstone Triton Financial Group first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 14 quarters.
  • Capstone Triton Financial Group's Vanguard Health Care ETF position peaked at $1.99M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.