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

TritonPoint Wealth’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	$1.82M	Sell	5,936 -2,497	-30%	-$720K	0.18%	104
2026 Q1	$2.17M	Sell	8,433 -59	-0.7%	-$16.2K	0.23%	90
2025 Q4	$2.37M	Buy	8,492 +50	+0.6%	+$14.3K	0.24%	91
2025 Q3	$2.48M	Sell	8,442 -787	-9%	-$227K	0.21%	104
2025 Q2	$2.63M	Sell	9,229 -2,129	-19%	-$549K	0.24%	98
2025 Q1	$2.78M	Sell	11,358 -128	-1%	-$33.3K	0.26%	88
2024 Q4	$2.91M	Buy	11,486 +29	+0.3%	+$7.46K	0.26%	94
2024 Q3	$2.78M	Buy	11,457 +2,426	+27%	+$565K	0.25%	96
2024 Q2	$2.08M	Sell	9,031 -2,142	-19%	-$491K	0.2%	109
2024 Q1	$2.09M	Buy	11,173 +1,642	+17%	+$368K	0.22%	100
2023 Q4	$2.09M	Buy	+9,531	New	+$1.91M	0.2%	103

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

TritonPoint Wealth's VOT Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 30% in Q2 2026, selling an estimated $720K and leaving 5,936 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #104.

TritonPoint Wealth first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

TritonPoint Wealth held 5,936 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.82M as of Q2 2026.
TritonPoint Wealth sold 2,497 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $720K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of TritonPoint Wealth's portfolio in Q2 2026, its #104 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.91M in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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