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TriaGen Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TriaGen Wealth Management’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 		$11.3M Buy
37,370
+269
+0.7% +$77.1K 2.83% 9
2026
Q1 		$9.72M Buy
37,101
+97
+0.3% +$26.3K 2.65% 9
2025
Q4 		$9.55M Buy
37,004
+516
+1% +$132K 2.47% 9
2025
Q3 		$9.28M Buy
36,488
+1,446
+4% +$359K 2.42% 9
2025
Q2 		$8.3M Buy
35,042
+1,674
+5% +$373K 2.52% 8
2025
Q1 		$7.4M Buy
33,368
+155
+0.5% +$37K 2.61% 8
2024
Q4 		$7.98M Buy
33,213
+541
+2% +$133K 2.69% 8
2024
Q3 		$7.75M Buy
32,672
+1,498
+5% +$340K 2.6% 9
2024
Q2 		$6.8M Buy
31,174
+1,127
+4% +$247K 2.63% 9
2024
Q1 		$6.87M Buy
30,047
+3,050
+11% +$656K 2.85% 9
2023
Q4 		$5.76M Buy
26,997
+874
+3% +$168K 2.75% 7
2023
Q3 		$4.94M Buy
26,123
+1,141
+5% +$227K 2.52% 8
2023
Q2 		$4.97M Buy
24,982
+936
+4% +$177K 2.27% 8
2023
Q1 		$4.56M Buy
24,046
+244
+1% +$47.3K 2.29% 9
2022
Q4 		$4.37M Buy
23,802
+462
+2% +$85.6K 2.43% 8
2022
Q3 		$3.99M Buy
23,340
+4,813
+26% +$909K 2.2% 10
2022
Q2 		$3.26M Buy
18,527
+345
+2% +$66.6K 2.32% 10
2022
Q1 		$3.86M Buy
18,182
+1,985
+12% +$418K 2% 7
2021
Q4 		$3.66M Buy
16,197
+475
+3% +$108K 1.81% 6
2021
Q3 		$3.44M Buy
15,722
+642
+4% +$143K 1.87% 7
2021
Q2 		$3.35M Buy
15,080
+1,521
+11% +$337K 1.72% 9
2021
Q1 		$2.9M Buy
13,559
+1,343
+11% +$283K 1.67% 11
2020
Q4 		$2.38M Buy
+12,216
New +$2.16M 1.39% 16

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TriaGen Wealth Management's VB Position: Q2 2026 in Review

TriaGen Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.73% in Q2 2026, buying an estimated $77.1K and bringing the position to 37,370 shares worth $11.3M. The position accounts for 2.83% of the portfolio, ranked #9.

TriaGen Wealth Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • TriaGen Wealth Management held 37,370 shares of Vanguard Morningstar Small-Cap ETF worth $11.3M as of Q2 2026.
  • TriaGen Wealth Management bought 269 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $77.1K.
  • Vanguard Morningstar Small-Cap ETF made up 2.83% of TriaGen Wealth Management's portfolio in Q2 2026, its #9 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.