Triton Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Triton Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Sell	1,183 -661	-36%	-$191K	0.11%	90
2026 Q1	$482K	Sell	1,844 -29	-2%	-$7.96K	0.18%	63
2025 Q4	$508K	Sell	1,873 -2	-0.1%	-$572	0.19%	61
2025 Q3	$548K	Sell	1,875 -6	-0.3%	-$1.73K	0.21%	57
2025 Q2	$546K	Buy	+1,881	New	+$485K	0.23%	50
2024 Q4	$491K	Sell	1,912 -28	-1%	-$7.21K	0.25%	43
2024 Q3	$469K	Buy	1,940 +1	+0.1%	+$233	0.27%	42
2024 Q2	$455K	Sell	1,939 -64	-3%	-$14.7K	0.27%	43
2024 Q1	$449K	Sell	2,003 -204	-9%	-$45.7K	0.31%	39
2023 Q4	$469K	Sell	2,207 -138	-6%	-$27.6K	0.31%	37
2023 Q3	$451K	Buy	2,345 +4	+0.2%	+$817	0.3%	38
2023 Q2	$488K	Buy	2,341 +4	+0.2%	+$775	0.27%	39
2023 Q1	$464K	Sell	2,337 -495	-17%	-$94.8K	0.28%	37
2022 Q4	$538K	Sell	2,832 -79	-3%	-$14.3K	0.33%	32
2022 Q3	$529K	Buy	2,911 +7	+0.2%	+$1.32K	0.31%	31
2022 Q2	$573K	Sell	2,904 -1,273	-30%	-$246K	0.4%	33
2022 Q1	$918K	Hold	4,177	–	–	0.48%	26
2021 Q4	$918K	Sell	4,177 -44	-1%	-$11.1K	0.48%	26
2021 Q3	$1.05M	Buy	4,221 +3	+0.1%	+$726	0.5%	24
2021 Q2	$1.02M	Buy	4,218 +3	+0.1%	+$673	0.58%	24
2021 Q1	$924K	Sell	4,215 -185	-4%	-$40.1K	0.63%	26
2020 Q4	$927K	Sell	4,400 -34	-0.8%	-$6.7K	0.59%	19
2020 Q3	$815K	Sell	4,434 -260	-6%	-$45.8K	0.68%	24
2020 Q2	$823K	Sell	4,694 -435	-8%	-$65.8K	0.85%	25
2020 Q1	$751K	Buy	+5,129	New	+$779K	1.22%	19

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Triton Wealth Management's VOT Position: Q2 2026 in Review

Triton Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 36% in Q2 2026, selling an estimated $191K and leaving 1,183 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #90.

Triton Wealth Management first reported a position in VOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.05M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Triton Wealth Management held 1,183 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $354K as of Q2 2026.
Triton Wealth Management sold 661 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $191K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Triton Wealth Management's portfolio in Q2 2026, its #90 holding.
Triton Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
Triton Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.05M in Q3 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.