HighPoint Advisor Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

HighPoint Advisor Group’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	$740K	Buy	3,744 +174	+5%	+$33.7K	0.03%	388
2026 Q1	$658K	Buy	3,570 +263	+8%	+$49.1K	0.03%	368
2025 Q4	$587K	Buy	+3,307	New	+$579K	0.01%	626

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

HighPoint Advisor Group's VOE Position: Q2 2026 in Review

HighPoint Advisor Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.9% in Q2 2026, buying an estimated $33.7K and bringing the position to 3,744 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #388.

HighPoint Advisor Group first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

HighPoint Advisor Group held 3,744 shares of Vanguard Morningstar Mid-Cap Value ETF worth $740K as of Q2 2026.
HighPoint Advisor Group bought 174 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $33.7K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #388 holding.
HighPoint Advisor Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.