Hamilton Point Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hamilton Point Investment Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.1K	Buy	355 +225	+173%	+$43.5K	0.01%	161
2026 Q1	$24K	Hold	130	–	–	﹤0.01%	173
2025 Q4	$23.1K	Buy	+130	New	+$22.8K	﹤0.01%	176
2024 Q4	–	Sell	-435	Closed	-$72.9K	–	172
2024 Q3	$72.9K	Buy	+435	New	+$69.2K	0.01%	134

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hamilton Point Investment Advisors's VOE Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 173% in Q2 2026, buying an estimated $43.5K and bringing the position to 355 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #161.

Hamilton Point Investment Advisors first reported a position in VOE in Q3 2024 and has held it in 4 quarters since. The position peaked at $72.9K in Q3 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Hamilton Point Investment Advisors held 355 shares of Vanguard Morningstar Mid-Cap Value ETF worth $70.1K as of Q2 2026.
Hamilton Point Investment Advisors bought 225 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $43.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #161 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
Hamilton Point Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $72.9K in Q3 2024.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.