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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCV Trust & Wealth Management's VHT Position: Q1 2026 in Review

TCV Trust & Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 800 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #204.

TCV Trust & Wealth Management first reported a position in VHT in Q4 2023 and has held it in 9 quarters since. The position peaked at $230K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

TCV Trust & Wealth Management held 800 shares of Vanguard Health Care ETF worth $218K as of Q1 2026.
TCV Trust & Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q1 2026, its #204 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 9 quarters since.
TCV Trust & Wealth Management's Vanguard Health Care ETF position peaked at $230K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.