Triad Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Triad Wealth Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$498K	Sell	1,749 -41	-2%	-$12.2K	0.03%	322
2026 Q2	$536K	Buy	1,790 +517	+41%	+$148K	0.03%	296
2026 Q1	$333K	Sell	1,273 -1,343	-51%	-$363K	0.03%	370
2025 Q4	$675K	Buy	2,616 +1,307	+100%	+$335K	0.06%	202
2025 Q3	$333K	Buy	1,309 +402	+44%	+$100K	0.04%	265
2025 Q2	$215K	Buy	+907	New	+$202K	0.04%	271
2024 Q3	–	Sell	-124	Closed	-$27K	–	881
2024 Q2	$27K	Buy	+124	New	+$27.2K	0.01%	302

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Triad Wealth Partners's VB Position: Q3 2026 in Review

Triad Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q3 2026, selling an estimated $12.2K and leaving 1,749 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #322.

Triad Wealth Partners first reported a position in VB in Q2 2024 and has held it in 7 quarters since. The position peaked at $675K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Triad Wealth Partners held 1,749 shares of Vanguard Morningstar Small-Cap ETF worth $498K as of Q3 2026.
Triad Wealth Partners sold 41 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $12.2K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #322 holding.
Triad Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $675K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.