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TritonPoint Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

TritonPoint Wealth’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.22M Sell
39,988
-2,228
-5% -$173K 0.32% 75
2026
Q1 		$3.03M Buy
42,216
+3,224
+8% +$240K 0.32% 74
2025
Q4 		$2.83M Buy
38,992
+2,092
+6% +$152K 0.29% 80
2025
Q3 		$2.72M Buy
36,900
+3,760
+11% +$270K 0.23% 100
2025
Q2 		$2.33M Buy
33,140
+3,932
+13% +$258K 0.22% 107
2025
Q1 		$1.89M Buy
29,208
+11,624
+66% +$780K 0.18% 117
2024
Q4 		$1.16M Buy
17,584
+2,160
+14% +$147K 0.11% 140
2024
Q3 		$1.01M Buy
15,424
+3,344
+28% +$210K 0.09% 149
2024
Q2 		$734K Buy
12,080
+1,472
+14% +$89.5K 0.07% 166
2024
Q1 		$421K Sell
10,608
-1,596
-13% -$94.3K 0.04% 220
2023
Q4 		$710K Buy
+12,204
New +$652K 0.07% 172

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

TritonPoint Wealth's VO Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5.3% in Q2 2026, selling an estimated $173K and leaving 39,988 shares worth $3.22M. The position accounts for 0.32% of the portfolio, ranked #75.

TritonPoint Wealth first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • TritonPoint Wealth held 39,988 shares of Vanguard Morningstar Mid-Cap ETF worth $3.22M as of Q2 2026.
  • TritonPoint Wealth sold 2,228 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.32% of TritonPoint Wealth's portfolio in Q2 2026, its #75 holding.
  • TritonPoint Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.