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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Triumph Capital Management's VFH Position: Q1 2026 in Review

Triumph Capital Management increased its Vanguard Financials ETF (VFH) stake by 5.7% in Q1 2026, buying an estimated $9.31K and bringing the position to 1,363 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #370.

Triumph Capital Management first reported a position in VFH in Q2 2024 and has held it in 7 quarters since. The position peaked at $240K in Q2 2024. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Triumph Capital Management held 1,363 shares of Vanguard Financials ETF worth $165K as of Q1 2026.
Triumph Capital Management bought 73 Vanguard Financials ETF shares in Q1 2026, an estimated $9.31K.
Vanguard Financials ETF made up 0.03% of Triumph Capital Management's portfolio in Q1 2026, its #370 holding.
Triumph Capital Management first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 7 quarters since.
Triumph Capital Management's Vanguard Financials ETF position peaked at $240K in Q2 2024.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.