Triumph Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Triumph Capital Management’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$179K	Hold	1,363	–	–	0.03%	378
2026 Q1	$165K	Buy	1,363 +73	+6%	+$9.31K	0.03%	370
2025 Q4	$172K	Buy	+1,290	New	+$168K	0.04%	329
2025 Q3	–	Sell	-1,683	Closed	-$214K	–	340
2025 Q2	$214K	Sell	1,683 -185	-10%	-$22.1K	0.06%	272
2025 Q1	$223K	Hold	1,868	–	–	0.07%	248
2024 Q4	$221K	Hold	1,868	–	–	0.08%	251
2024 Q3	$206K	Sell	1,868 -525	-22%	-$55.6K	0.07%	251
2024 Q2	$240K	Buy	+2,393	New	+$239K	0.09%	199

Other funds holding VFH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Triumph Capital Management's VFH Position: Q2 2026 in Review

Triumph Capital Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,363 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #378.

Triumph Capital Management first reported a position in VFH in Q2 2024 and has held it in 8 quarters since. The position peaked at $240K in Q2 2024. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Triumph Capital Management held 1,363 shares of Vanguard Financials ETF worth $179K as of Q2 2026.
Triumph Capital Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #378 holding.
Triumph Capital Management first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 8 quarters since.
Triumph Capital Management's Vanguard Financials ETF position peaked at $240K in Q2 2024.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.