Triumph Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Triumph Capital Management’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	$13.2K	Hold	36	–	–	﹤0.01%	1080
2026 Q1	$10.9K	Buy	36 +1	+3%	+$314	﹤0.01%	1098
2025 Q4	$10.6K	Buy	+35	New	+$10.6K	﹤0.01%	1061
2024 Q1	–	Sell	-1,464	Closed	-$354K	–	261
2023 Q4	$354K	Sell	1,464 -31	-2%	-$6.73K	0.15%	133
2023 Q3	$320K	Buy	1,495 +446	+43%	+$101K	0.15%	144
2023 Q2	$241K	Sell	1,049 -5	-0.5%	-$1.09K	0.11%	176
2023 Q1	$228K	Sell	1,054 -217	-17%	-$46.9K	0.12%	165
2022 Q4	$255K	Buy	1,271 +135	+12%	+$27.6K	0.14%	164
2022 Q3	$222K	Sell	1,136 -19,864	-95%	-$4.26M	0.12%	169
2022 Q2	$22K	Buy	21,000 +19,795	+1,643%	+$4.29M	0.01%	192
2022 Q1	$299K	Buy	+1,205	New	+$297K	0.13%	160

Other funds holding VBK

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Triumph Capital Management's VBK Position: Q2 2026 in Review

Triumph Capital Management held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 36 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Triumph Capital Management first reported a position in VBK in Q1 2022 and has held it in 11 quarters since. The position peaked at $354K in Q4 2023. 287 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Triumph Capital Management held 36 shares of Vanguard Small-Cap Growth ETF worth $13.2K as of Q2 2026.
Triumph Capital Management left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Growth ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1080 holding.
Triumph Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
Triumph Capital Management's Vanguard Small-Cap Growth ETF position peaked at $354K in Q4 2023.
287 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.