Hilltop National Bank’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hilltop National Bank’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	$7.69M	Sell	38,892 -483	-1%	-$93.4K	1.64%	9
2026 Q1	$7.26M	Sell	39,375 -685	-2%	-$128K	1.73%	9
2025 Q4	$7.11M	Buy	40,060 +1,768	+5%	+$309K	1.72%	8
2025 Q3	$6.69M	Sell	38,292 -232	-0.6%	-$39.5K	1.65%	9
2025 Q2	$6.34M	Buy	+38,524	New	+$6.1M	1.65%	9
2024 Q4	$5.42M	Buy	33,480 +2,372	+8%	+$400K	1.63%	7
2024 Q3	$5.22M	Buy	31,108 +1,086	+4%	+$173K	1.58%	8
2024 Q2	$4.52M	Buy	30,022 +2,139	+8%	+$325K	1.45%	9
2024 Q1	$4.35M	Buy	+27,883	New	+$4.09M	1.48%	8

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

Hilltop National Bank's VOE Position: Q2 2026 in Review

Hilltop National Bank reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.2% in Q2 2026, selling an estimated $93.4K and leaving 38,892 shares worth $7.69M. The position accounts for 1.64% of the portfolio, ranked #9.

Hilltop National Bank first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Hilltop National Bank held 38,892 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.69M as of Q2 2026.
Hilltop National Bank sold 483 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $93.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.64% of Hilltop National Bank's portfolio in Q2 2026, its #9 holding.
Hilltop National Bank first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.