TRITONPOINT WEALTH, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2008171
CHEVY CHASE, MD
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,852,048
+$521,212 QoQ
Shares Held
12,708
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#120
of 353 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,852,048 | 12,708 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,330,836 | 12,717 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,035,555 | 11,768 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,991,095 | 11,763 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,623,842 | 11,072 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,274,268 | 10,256 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,699,019 | 7,071 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,657,623 | 6,988 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,492,047 | 6,843 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,518,980 | 6,645 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,526,802 | 7,157 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||