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

TritonPoint Wealth’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	$3.48M	Buy	17,605 +1,554	+10%	+$301K	0.34%	71
2026 Q1	$2.96M	Buy	16,051 +24	+0.1%	+$4.48K	0.32%	75
2025 Q4	$2.84M	Hold	16,027	–	–	0.29%	79
2025 Q3	$2.81M	Hold	16,027	–	–	0.24%	99
2025 Q2	$2.65M	Sell	16,027 -500	-3%	-$79.2K	0.25%	95
2025 Q1	$2.65M	Sell	16,527 -1,203	-7%	-$197K	0.25%	91
2024 Q4	$2.87M	Sell	17,730 -196	-1%	-$33.1K	0.26%	95
2024 Q3	$3M	Sell	17,926 -719	-4%	-$114K	0.27%	92
2024 Q2	$2.82M	Sell	18,645 -3,426	-16%	-$520K	0.27%	88
2024 Q1	$2.73M	Buy	22,071 +2,763	+14%	+$406K	0.29%	85
2023 Q4	$2.8M	Buy	+19,308	New	+$2.59M	0.27%	86

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

TritonPoint Wealth's VOE Position: Q2 2026 in Review

TritonPoint Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.7% in Q2 2026, buying an estimated $301K and bringing the position to 17,605 shares worth $3.48M. The position accounts for 0.34% of the portfolio, ranked #71.

TritonPoint Wealth first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

TritonPoint Wealth held 17,605 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.48M as of Q2 2026.
TritonPoint Wealth bought 1,554 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $301K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.34% of TritonPoint Wealth's portfolio in Q2 2026, its #71 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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