TritonPoint Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

TritonPoint Wealth’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	$3.33M	Buy	12,717 +949	+8%	+$257K	0.36%	70
2025 Q4	$3.04M	Buy	11,768 +5	+0%	+$1.28K	0.31%	75
2025 Q3	$3M	Buy	11,763 +691	+6%	+$171K	0.26%	95
2025 Q2	$2.63M	Buy	11,072 +816	+8%	+$182K	0.24%	97
2025 Q1	$2.27M	Buy	10,256 +3,185	+45%	+$761K	0.22%	108
2024 Q4	$1.7M	Buy	7,071 +83	+1%	+$20.4K	0.15%	122
2024 Q3	$1.66M	Buy	6,988 +145	+2%	+$32.9K	0.15%	122
2024 Q2	$1.5M	Buy	6,843 +198	+3%	+$43.5K	0.14%	127
2024 Q1	$1.23M	Sell	6,645 -512	-7%	-$110K	0.13%	134
2023 Q4	$1.53M	Buy	+7,157	New	+$1.38M	0.15%	127

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

TritonPoint Wealth's VB Position: Q1 2026 in Review

TritonPoint Wealth increased its Vanguard Small-Cap ETF (VB) stake by 8.1% in Q1 2026, buying an estimated $257K and bringing the position to 12,717 shares worth $3.33M. The position accounts for 0.36% of the portfolio, ranked #70.

TritonPoint Wealth first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

TritonPoint Wealth held 12,717 shares of Vanguard Small-Cap ETF worth $3.33M as of Q1 2026.
TritonPoint Wealth bought 949 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $257K.
Vanguard Small-Cap ETF made up 0.36% of TritonPoint Wealth's portfolio in Q1 2026, its #70 holding.
TritonPoint Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.