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 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%	+$99.7K	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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Triad Wealth Partners's VB Position: Q2 2026 in Review

Triad Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 41% in Q2 2026, buying an estimated $148K and bringing the position to 1,790 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #296.

Triad Wealth Partners first reported a position in VB in Q2 2024 and has held it in 6 quarters since. The position peaked at $675K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Triad Wealth Partners held 1,790 shares of Vanguard Morningstar Small-Cap ETF worth $536K as of Q2 2026.
Triad Wealth Partners bought 517 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $148K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #296 holding.
Triad Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $675K in Q4 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.