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Trinity Legacy Partners’s Vanguard Health Care ETF VHT Stock Holding History

Trinity Legacy Partners’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 		$5.98M Buy
21,511
+2,036
+10% +$582K 1.29% 30
2025
Q4 		$5.61M Buy
19,475
+254
+1% +$71K 1.29% 31
2025
Q3 		$5.2M Buy
19,221
+43
+0.2% +$10.8K 1.2% 35
2025
Q2 		$4.75M Sell
19,178
-35
-0.2% -$8.65K 1.15% 39
2025
Q1 		$4.65M Buy
19,213
+566
+3% +$151K 1.18% 38
2024
Q4 		$4.73M Sell
18,647
-98
-0.5% -$26.4K 1.22% 35
2024
Q3 		$5.31M Buy
18,745
+184
+1% +$51.1K 1.36% 30
2024
Q2 		$4.94M Buy
18,561
+746
+4% +$196K 1.4% 26
2024
Q1 		$4.82M Buy
17,815
+4,412
+33% +$1.16M 1.41% 27
2023
Q4 		$3.36M Buy
13,403
+62
+0.5% +$14.7K 1.06% 36
2023
Q3 		$3.14M Buy
13,341
+2,624
+24% +$640K 1.08% 37
2023
Q2 		$2.62M Sell
10,717
-2,022
-16% -$492K 0.92% 40
2023
Q1 		$3.04M Sell
12,739
-616
-5% -$148K 1.14% 37
2022
Q4 		$3.31M Sell
13,355
-1,353
-9% -$328K 1.32% 34
2022
Q3 		$3.29M Sell
14,708
-6,021
-29% -$1.44M 1.41% 29
2022
Q2 		$4.99M Sell
20,729
-483
-2% -$116K 1.94% 18
2022
Q1 		$5.4M Sell
21,212
-436
-2% -$108K 1.82% 21
2021
Q4 		$5.77M Sell
21,648
-422
-2% -$108K 1.96% 14
2021
Q3 		$5.46M Buy
22,070
+537
+2% +$138K 1.96% 12
2021
Q2 		$5.39M Sell
21,533
-7,654
-26% -$1.83M 1.98% 13
2021
Q1 		$6.94M Sell
29,187
-2,181
-7% -$500K 2.77% 6
2020
Q4 		$7.02M Sell
31,368
-314
-1% -$67.1K 3.19% 4
2020
Q3 		$6.7M Buy
31,682
+32
+0.1% +$6.48K 3.24% 4
2020
Q2 		$6.25M Buy
31,650
+10
+0% +$1.88K 3.2% 8
2020
Q1 		$5.19M Sell
31,640
-1,348
-4% -$246K 3.65% 4
2019
Q4 		$6.38M Sell
32,988
-1,365
-4% -$245K 2.99% 6
2019
Q3 		$5.74M Sell
34,353
-1,928
-5% -$330K 2.84% 6
2019
Q2 		$6.23M Sell
36,281
-1,887
-5% -$319K 4.28% 5
2019
Q1 		$6.58M Buy
38,168
+24,247
+174% +$4.11M 4.33% 5
2018
Q4 		$2.24M Buy
+13,921
New +$2.36M 2.16% 16

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trinity Legacy Partners's VHT Position: Q1 2026 in Review

Trinity Legacy Partners increased its Vanguard Health Care ETF (VHT) stake by 10% in Q1 2026, buying an estimated $582K and bringing the position to 21,511 shares worth $5.98M. The position accounts for 1.29% of the portfolio, ranked #30.

Trinity Legacy Partners first reported a position in VHT in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.02M in Q4 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Trinity Legacy Partners held 21,511 shares of Vanguard Health Care ETF worth $5.98M as of Q1 2026.
  • Trinity Legacy Partners bought 2,036 Vanguard Health Care ETF shares in Q1 2026, an estimated $582K.
  • Vanguard Health Care ETF made up 1.29% of Trinity Legacy Partners's portfolio in Q1 2026, its #30 holding.
  • Trinity Legacy Partners first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 30 quarters since.
  • Trinity Legacy Partners's Vanguard Health Care ETF position peaked at $7.02M in Q4 2020.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.