Triumph Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.1K Buy
208
+15
+8% +$2.9K 0.01% 730
2026
Q1
$35.6K Sell
193
-14
-7% -$2.62K 0.01% 728
2025
Q4
$36.7K Buy
+207
New +$36.2K 0.01% 688

Other funds holding VOE

Triumph Capital Management's VOE Position: Q2 2026 in Review

Triumph Capital Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.8% in Q2 2026, buying an estimated $2.9K and bringing the position to 208 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #730.

Triumph Capital Management first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Triumph Capital Management held 208 shares of Vanguard Morningstar Mid-Cap Value ETF worth $41.1K as of Q2 2026.
  • Triumph Capital Management bought 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #730 holding.
  • Triumph Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.