TCV Trust & Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

TCV Trust & Wealth Management’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	$262K	Buy	876 +76	+10%	+$21.1K	0.02%	190
2026 Q1	$218K	Hold	800	–	–	0.02%	204
2025 Q4	$230K	Hold	800	–	–	0.02%	210
2025 Q3	$208K	Buy	+800	New	+$201K	0.02%	219
2025 Q2	–	Sell	-800	Closed	-$212K	–	220
2025 Q1	$212K	Hold	800	–	–	0.02%	199
2024 Q4	$203K	Hold	800	–	–	0.02%	197
2024 Q3	$226K	Hold	800	–	–	0.02%	187
2024 Q2	$213K	Hold	800	–	–	0.02%	192
2024 Q1	$216K	Hold	800	–	–	0.02%	188
2023 Q4	$201K	Buy	+800	New	+$189K	0.02%	190

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 $786B AUM 40.34% 1-Year Est. Return

PCH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 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 22.96% 1-Year Est. Return

TCV Trust & Wealth Management's VHT Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 9.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 876 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #190.

TCV Trust & Wealth Management first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

TCV Trust & Wealth Management held 876 shares of Vanguard Health Care ETF worth $262K as of Q2 2026.
TCV Trust & Wealth Management bought 76 Vanguard Health Care ETF shares in Q2 2026, an estimated $21.1K.
Vanguard Health Care ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #190 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.