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 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 $1.37T 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Triad Wealth Partners's VB Position: Q1 2026 in Review

Triad Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 51% in Q1 2026, selling an estimated $363K and leaving 1,273 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #370.

Triad Wealth Partners first reported a position in VB in Q2 2024 and has held it in 5 quarters since. The position peaked at $675K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Triad Wealth Partners held 1,273 shares of Vanguard Morningstar Small-Cap ETF worth $333K as of Q1 2026.
Triad Wealth Partners sold 1,343 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $363K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #370 holding.
Triad Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $675K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.