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TritonPoint Wealth’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

TritonPoint Wealth's VO Position: Q1 2026 in Review

TritonPoint Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 8.3% in Q1 2026, buying an estimated $240K and bringing the position to 42,216 shares worth $3.03M. The position accounts for 0.32% of the portfolio, ranked #74.

TritonPoint Wealth first reported a position in VO in Q4 2023 and has held it in 10 quarters since. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • TritonPoint Wealth held 42,216 shares of Vanguard Mid-Cap ETF worth $3.03M as of Q1 2026.
  • TritonPoint Wealth bought 3,224 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $240K.
  • Vanguard Mid-Cap ETF made up 0.32% of TritonPoint Wealth's portfolio in Q1 2026, its #74 holding.
  • TritonPoint Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.