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

Triad Wealth Partners’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 Q1	–	Sell	-949	Closed	-$287K	–	515
2025 Q4	$287K	Buy	+949	New	+$286K	0.03%	393

Other funds holding VBK

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Triad Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 949 shares — an estimated $287K sold.

Triad Wealth Partners first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Triad Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Triad Wealth Partners sold 949 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $287K.
Triad Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
Triad Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $287K in Q4 2025.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

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