TriaGen Wealth Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1843848
Calabasas, CA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,717,493
+$172,312 QoQ
Shares Held
37,101
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,717,493 | 37,101 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,545,181 | 37,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,278,168 | 36,488 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,304,253 | 35,042 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,399,354 | 33,368 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,980,419 | 33,213 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,750,125 | 32,672 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,797,178 | 31,174 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,868,443 | 30,047 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,759,270 | 26,997 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,939,075 | 26,123 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,968,669 | 24,982 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,558,159 | 24,046 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,368,619 | 23,802 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,989,039 | 23,340 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,262,789 | 18,527 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,864,038 | 18,182 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,660,683 | 16,197 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,437,929 | 15,722 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,397,222 | 15,080 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,902,710 | 13,559 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,378,210 | 12,216 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||