TW
VB icon

TritonPoint Wealth’s Vanguard Morningstar 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
Q2 		$3.85M Sell
12,708
-9
-0.1% -$2.58K 0.38% 64
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
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

TritonPoint Wealth's VB Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.07% in Q2 2026, selling an estimated $2.58K and leaving 12,708 shares worth $3.85M. The position accounts for 0.38% of the portfolio, ranked #64.

TritonPoint Wealth first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • TritonPoint Wealth held 12,708 shares of Vanguard Morningstar Small-Cap ETF worth $3.85M as of Q2 2026.
  • TritonPoint Wealth sold 9 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.58K.
  • Vanguard Morningstar Small-Cap ETF made up 0.38% of TritonPoint Wealth's portfolio in Q2 2026, its #64 holding.
  • TritonPoint Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.