TritonPoint Wealth’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

TritonPoint Wealth’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Buy	8,402 +1,003	+14%	+$233K	0.2%	98
2026 Q1	$1.61M	Sell	7,399 -1,043	-12%	-$233K	0.17%	102
2025 Q4	$1.79M	Sell	8,442 -2,105	-20%	-$441K	0.18%	100
2025 Q3	$2.21M	Sell	10,547 -13	-0.1%	-$2.66K	0.19%	113
2025 Q2	$2.07M	Sell	10,560 -14	-0.1%	-$2.59K	0.19%	114
2025 Q1	$1.97M	Sell	10,574 -1,601	-13%	-$316K	0.19%	115
2024 Q4	$2.41M	Buy	12,175 +17	+0.1%	+$3.49K	0.22%	106
2024 Q3	$2.44M	Sell	12,158 -1,582	-12%	-$304K	0.22%	104
2024 Q2	$2.52M	Sell	13,740 -926	-6%	-$171K	0.24%	95
2024 Q1	$3.46M	Sell	14,666 -4,577	-24%	-$826K	0.36%	72
2023 Q4	$3.46M	Buy	+19,243	New	+$3.14M	0.34%	78

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TritonPoint Wealth's VBR Position: Q2 2026 in Review

TritonPoint Wealth increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 14% in Q2 2026, buying an estimated $233K and bringing the position to 8,402 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #98.

TritonPoint Wealth first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.46M in Q4 2023. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

TritonPoint Wealth held 8,402 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.04M as of Q2 2026.
TritonPoint Wealth bought 1,003 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $233K.
Vanguard Morningstar Small-Cap Value ETF made up 0.2% of TritonPoint Wealth's portfolio in Q2 2026, its #98 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.46M in Q4 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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