Triumph Capital Management
VBK icon

Triumph Capital Management’s Vanguard Morningstar 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
Q3 		$13.2K Buy
39
+3
+8% +$1.05K ﹤0.01% 1116
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Triumph Capital Management's VBK Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.3% in Q3 2026, buying an estimated $1.05K and bringing the position to 39 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Triumph Capital Management first reported a position in VBK in Q1 2022 and has held it in 12 quarters since. The position peaked at $354K in Q4 2023. 644 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Triumph Capital Management held 39 shares of Vanguard Morningstar Small-Cap Growth ETF worth $13.2K as of Q3 2026.
  • Triumph Capital Management bought 3 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $1.05K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1116 holding.
  • Triumph Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 12 quarters since.
  • Triumph Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $354K in Q4 2023.
  • 644 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.