Triad Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2012717
LAWRENCE, KS
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$333,424
-$341,373 QoQ
Shares Held
1,273
-51.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,424 | 1,273 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $674,797 | 2,616 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $332,852 | 1,309 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $214,940 | 907 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $27,036 | 124 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||