Triangle Securities Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Triangle Securities 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	$1.58M	Buy	4,998 +173	+4%	+$54.2K	0.3%	78
2026 Q2	$1.44M	Sell	4,825 -76	-2%	-$21.1K	0.29%	83
2026 Q1	$1.33M	Buy	4,901 +261	+6%	+$74.6K	0.3%	83
2025 Q4	$1.34M	Buy	4,640 +309	+7%	+$86.3K	0.28%	86
2025 Q3	$1.12M	Sell	4,331 -88	-2%	-$22.1K	0.25%	102
2025 Q2	$1.1M	Buy	4,419 +253	+6%	+$62.5K	0.27%	93
2025 Q1	$1.1M	Buy	4,166 +58	+1%	+$15.5K	0.28%	96
2024 Q4	$1.04M	Buy	4,108 +2,065	+101%	+$556K	0.27%	95
2024 Q3	$577K	Buy	2,043 +138	+7%	+$38.3K	0.15%	144
2024 Q2	$507K	Buy	1,905 +114	+6%	+$29.9K	0.14%	145
2024 Q1	$485K	Buy	1,791 +192	+12%	+$50.4K	0.14%	145
2023 Q4	$401K	Buy	1,599 +75	+5%	+$17.8K	0.12%	153
2023 Q3	$358K	Buy	1,524 +50	+3%	+$12.2K	0.13%	151
2023 Q2	$361K	Buy	1,474 +20	+1%	+$4.87K	0.12%	156
2023 Q1	$347K	Buy	1,454 +70	+5%	+$16.8K	0.12%	157
2022 Q4	$343K	Sell	1,384 -10	-0.7%	-$2.42K	0.13%	158
2022 Q3	$312K	Hold	1,394	–	–	0.13%	154
2022 Q2	$328K	Buy	1,394 +29	+2%	+$6.99K	0.13%	150
2022 Q1	$347K	Hold	1,365	–	–	0.12%	152
2021 Q4	$364K	Buy	1,365 +175	+15%	+$44.6K	0.11%	152
2021 Q3	$294K	Sell	1,190 -110	-8%	-$28.2K	0.1%	155
2021 Q2	$321K	Buy	1,300 +1	+0.1%	+$239	0.11%	158
2021 Q1	$297K	Buy	+1,299	New	+$298K	0.11%	155
2020 Q1	–	Sell	-1,223	Closed	-$234K	–	167
2019 Q4	$234K	Buy	+1,223	New	+$219K	0.1%	148
2018 Q4	–	Sell	-1,145	Closed	-$207K	–	146
2018 Q3	$207K	Buy	+1,145	New	+$197K	0.11%	137
2016 Q2	–	Sell	-1,682	Closed	-$207K	–	134
2016 Q1	$207K	Sell	1,682 -64,465	-97%	-$7.84M	0.14%	131
2015 Q4	$7.4M	Buy	66,147 +64,466	+3,835%	+$8.4M	4.96%	2
2015 Q3	$206K	Buy	1,681 +1	+0.1%	+$137	0.16%	129
2015 Q2	$235K	Hold	1,680	–	–	0.17%	124
2015 Q1	$228K	Hold	1,680	–	–	0.16%	129
2014 Q4	$211K	Sell	1,680 -139	-8%	-$17.1K	0.15%	132
2014 Q3	$213K	Hold	1,819	–	–	0.16%	116
2014 Q2	$203K	Buy	+1,819	New	+$195K	0.16%	125
2013 Q3	–	Sell	-2,135	Closed	-$184K	–	374
2013 Q2	$184K	Buy	+2,135	New	+$184K	0.14%	122

Other funds holding VHT

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

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

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Triangle Securities Wealth Management's VHT Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 3.6% in Q3 2026, buying an estimated $54.2K and bringing the position to 4,998 shares worth $1.58M. The position accounts for 0.3% of the portfolio, ranked #78.

Triangle Securities Wealth Management first reported a position in VHT in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.4M in Q4 2015. 209 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Triangle Securities Wealth Management held 4,998 shares of Vanguard Health Care ETF worth $1.58M as of Q3 2026.
Triangle Securities Wealth Management bought 173 Vanguard Health Care ETF shares in Q3 2026, an estimated $54.2K.
Vanguard Health Care ETF made up 0.3% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #78 holding.
Triangle Securities Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 34 quarters since.
Triangle Securities Wealth Management's Vanguard Health Care ETF position peaked at $7.4M in Q4 2015.
209 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.