TritonPoint Wealth’s Vanguard Morningstar 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 Q2	$1.82M	Hold	4,989	–	–	0.18%	103
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 $1.55T 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TritonPoint Wealth's VBK Position: Q2 2026 in Review

TritonPoint Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 4,989 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #103.

TritonPoint Wealth first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q2 2024. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

TritonPoint Wealth held 4,989 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.82M as of Q2 2026.
TritonPoint Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of TritonPoint Wealth's portfolio in Q2 2026, its #103 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.34M in Q2 2024.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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