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

TritonPoint Wealth’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	$1.51M	Sell	4,989 -51	-1%	-$16K	0.16%	104
2025 Q4	$1.52M	Sell	5,040 -705	-12%	-$213K	0.15%	106
2025 Q3	$1.71M	Sell	5,745 -583	-9%	-$168K	0.15%	123
2025 Q2	$1.76M	Sell	6,328 -2,131	-25%	-$549K	0.16%	121
2025 Q1	$2.13M	Buy	8,459 +136	+2%	+$37.7K	0.2%	109
2024 Q4	$2.33M	Sell	8,323 -121	-1%	-$34.2K	0.21%	107
2024 Q3	$2.26M	Sell	8,444 -892	-10%	-$229K	0.21%	108
2024 Q2	$2.34M	Sell	9,336 -222	-2%	-$55.4K	0.23%	104
2024 Q1	$2.09M	Buy	9,558 +929	+11%	+$228K	0.22%	101
2023 Q4	$2.09M	Buy	+8,629	New	+$1.87M	0.2%	104

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 $49B AUM 17.78% 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

TritonPoint Wealth's VBK Position: Q1 2026 in Review

TritonPoint Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1% in Q1 2026, selling an estimated $16K and leaving 4,989 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #104.

TritonPoint Wealth first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

TritonPoint Wealth held 4,989 shares of Vanguard Small-Cap Growth ETF worth $1.51M as of Q1 2026.
TritonPoint Wealth sold 51 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $16K.
Vanguard Small-Cap Growth ETF made up 0.16% of TritonPoint Wealth's portfolio in Q1 2026, its #104 holding.
TritonPoint Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Vanguard Small-Cap Growth ETF position peaked at $2.34M in Q2 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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