Capstone Triton Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Capstone Triton Financial Group’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	+611	New	+$208K	0.13%	96
2025 Q4	–	Sell	-724	Closed	-$215K	–	92
2025 Q3	$215K	Hold	724	–	–	0.14%	88
2025 Q2	$201K	Buy	+724	New	+$186K	0.15%	87
2024 Q4	$222K	Buy	793 +6	+0.8%	+$1.7K	0.14%	99
2024 Q3	$211K	Buy	+787	New	+$202K	0.13%	101
2024 Q2	–	Sell	-782	Closed	-$204K	–	102
2024 Q1	$204K	Sell	782 -76	-9%	-$18.7K	0.14%	97
2023 Q4	$207K	Buy	+858	New	+$186K	0.15%	103
2022 Q2	–	Sell	-3,563	Closed	-$795K	–	111
2022 Q1	$795K	Buy	3,563 +5	+0.1%	+$1.23K	0.55%	59
2021 Q4	$1M	Buy	3,558 +232	+7%	+$66.5K	2.03%	12
2021 Q3	$983K	Sell	3,326 -807	-20%	-$231K	0.59%	45
2021 Q2	$1.2M	Buy	4,133 +134	+3%	+$37.5K	0.74%	42
2021 Q1	$1.1M	Buy	3,999 +290	+8%	+$81.7K	0.73%	41
2020 Q4	$993K	Buy	+3,709	New	+$897K	0.61%	43

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Capstone Triton Financial Group's VBK Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 611 shares worth $223K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in VBK as recently as Q3 2025.

Capstone Triton Financial Group first reported a position in VBK in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.2M in Q2 2021. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Capstone Triton Financial Group held 611 shares of Vanguard Morningstar Small-Cap Growth ETF worth $223K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Capstone Triton Financial Group position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Capstone Triton Financial Group's portfolio in Q2 2026, its #96 holding.
Capstone Triton Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
Capstone Triton Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.2M in Q2 2021.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.