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 Q3	$277K	Hold	876	–	–	0.02%	180
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

TCV Trust & Wealth Management's VHT Position: Q3 2026 in Review

TCV Trust & Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 876 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #180.

TCV Trust & Wealth Management first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

TCV Trust & Wealth Management held 876 shares of Vanguard Health Care ETF worth $277K as of Q3 2026.
TCV Trust & Wealth Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q3 2026, its #180 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.