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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
Q2 		$1.09M Buy
+3,650
New +$1.01M 0.63% 55
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capstone Triton Financial Group's VHT Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 3,650 shares worth $1.09M. The stake represents 0.63% of the portfolio and ranks #55 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in VHT as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in VHT in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.99M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Capstone Triton Financial Group held 3,650 shares of Vanguard Health Care ETF worth $1.09M as of Q2 2026.
  • Vanguard Health Care ETF was a new Capstone Triton Financial Group position in Q2 2026.
  • Vanguard Health Care ETF made up 0.63% of Capstone Triton Financial Group's portfolio in Q2 2026, its #55 holding.
  • Capstone Triton Financial Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 15 quarters since.
  • Capstone Triton Financial Group's Vanguard Health Care ETF position peaked at $1.99M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.