Triton Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Triton Wealth Management’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
2025 Q3	–	Sell	-730	Closed	-$208K	–	120
2025 Q2	$208K	Buy	+730	New	+$188K	0.09%	101
2024 Q4	$210K	Sell	740 -46	-6%	-$13K	0.11%	89
2024 Q3	$208K	Sell	786 -3	-0.4%	-$769	0.12%	84
2024 Q2	$206K	Buy	+789	New	+$197K	0.12%	81
2022 Q2	–	Sell	-1,601	Closed	-$387K	–	97
2022 Q1	$387K	Hold	1,601	–	–	0.2%	61
2021 Q4	$387K	Sell	1,601 -66	-4%	-$18.9K	0.2%	61
2021 Q3	$481K	Sell	1,667 -86	-5%	-$24.6K	0.23%	60
2021 Q2	$497K	Buy	1,753 +127	+8%	+$35.5K	0.28%	60
2021 Q1	$454K	Sell	1,626 -27	-2%	-$7.61K	0.31%	65
2020 Q4	$440K	Sell	1,653 -7	-0.4%	-$1.69K	0.28%	49
2020 Q3	$367K	Sell	1,660 -30	-2%	-$6.34K	0.31%	45
2020 Q2	$355K	Sell	1,690 -33	-2%	-$5.96K	0.37%	43
2020 Q1	$302K	Buy	+1,723	New	+$320K	0.49%	38

Other funds holding VBK

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Triton Wealth Management's VBK Position: Q3 2025 in Review

Triton Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 730 shares — an estimated $208K sold.

Triton Wealth Management first reported a position in VBK in Q1 2020 and held it in 13 quarters. The position peaked at $497K in Q2 2021. 1,112 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

Triton Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Triton Wealth Management sold 730 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $208K.
Triton Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and held it in 13 quarters.
Triton Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $497K in Q2 2021.
1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Triton Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.