Triumph Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Triumph Capital 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 Q2	$58K	Sell	194 -95	-33%	-$26.4K	0.01%	639
2026 Q1	$78.7K	Hold	289	–	–	0.02%	513
2025 Q4	$83.2K	Buy	+289	New	+$80.7K	0.02%	480
2024 Q3	–	Sell	-865	Closed	-$231K	–	306
2024 Q2	$231K	Buy	865 +34	+4%	+$8.91K	0.09%	210
2024 Q1	$223K	Sell	831 -97	-10%	-$25.5K	0.09%	201
2023 Q4	$233K	Buy	+928	New	+$220K	0.1%	183
2022 Q3	–	Sell	-15,000	Closed	-$12K	–	231
2022 Q2	$12K	Buy	+15,000	New	+$3.62M	0.01%	198

Other funds holding VHT

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

PCH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Triumph Capital Management reduced its Vanguard Health Care ETF (VHT) stake by 33% in Q2 2026, selling an estimated $26.4K and leaving 194 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #639.

Triumph Capital Management first reported a position in VHT in Q2 2022 and has held it in 7 quarters since. The position peaked at $233K in Q4 2023. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Triumph Capital Management held 194 shares of Vanguard Health Care ETF worth $58K as of Q2 2026.
Triumph Capital Management sold 95 Vanguard Health Care ETF shares in Q2 2026, an estimated $26.4K.
Vanguard Health Care ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #639 holding.
Triumph Capital Management first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 7 quarters since.
Triumph Capital Management's Vanguard Health Care ETF position peaked at $233K in Q4 2023.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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