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Truepoint Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Truepoint Inc’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 		$375K Sell
1,900
-1,806
-49% -$349K 0.01% 120
2026
Q1 		$683K Sell
3,706
-12
-0.3% -$2.24K 0.02% 92
2025
Q4 		$660K Sell
3,718
-250
-6% -$43.8K 0.01% 94
2025
Q3 		$693K Sell
3,968
-13
-0.3% -$2.21K 0.02% 88
2025
Q2 		$655K Sell
3,981
-762
-16% -$121K 0.02% 88
2025
Q1 		$761K Sell
4,743
-887
-16% -$145K 0.02% 75
2024
Q4 		$911K Sell
5,630
-481
-8% -$81.1K 0.02% 68
2024
Q3 		$1.02M Buy
6,111
+260
+4% +$41.3K 0.03% 64
2024
Q2 		$880K Sell
5,851
-1,514
-21% -$230K 0.03% 62
2024
Q1 		$1.15M Sell
7,365
-1,449
-16% -$213K 0.03% 58
2023
Q4 		$1.28M Buy
8,814
+58
+0.7% +$7.79K 0.04% 68
2023
Q3 		$1.15M Buy
8,756
+50
+0.6% +$6.92K 0.04% 71
2023
Q2 		$1.2M Buy
8,706
+559
+7% +$74.5K 0.04% 63
2023
Q1 		$1.09M Buy
8,147
+47
+0.6% +$6.52K 0.04% 63
2022
Q4 		$1.1M Buy
8,100
+71
+0.9% +$9.53K 0.04% 68
2022
Q3 		$978K Buy
8,029
+51
+0.6% +$6.9K 0.05% 68
2022
Q2 		$1.03M Buy
7,978
+40
+0.5% +$5.66K 0.05% 65
2022
Q1 		$1.19M Buy
7,938
+4
+0.1% +$588 0.06% 56
2021
Q4 		$1.19M Buy
7,934
+47
+0.6% +$6.9K 0.06% 52
2021
Q3 		$1.1M Buy
7,887
+126
+2% +$17.9K 0.06% 51
2021
Q2 		$1.09M Buy
7,761
+93
+1% +$13.1K 0.06% 49
2021
Q1 		$1.03M Buy
7,668
+84
+1% +$10.8K 0.06% 47
2020
Q4 		$902K Buy
+7,584
New +$850K 0.06% 47
2020
Q1 		– Sell
-8,335
Closed -$993K – 111
2019
Q4 		$993K Buy
8,335
+66
+0.8% +$7.61K 0.08% 39
2019
Q3 		$934K Buy
8,269
+74
+0.9% +$8.22K 0.08% 37
2019
Q2 		$912K Buy
8,195
+93
+1% +$10.2K 0.07% 46
2019
Q1 		$874K Hold
8,102
– – 0.07% 41
2018
Q4 		$772K Buy
8,102
+351
+5% +$36.9K 0.07% 41
2018
Q3 		$876K Sell
7,751
-451
-5% -$51.2K 0.08% 37
2018
Q2 		$906K Buy
8,202
+8,144
+14,041% +$902K 0.08% 34
2018
Q1 		$530 Buy
+58
New +$6.52K ﹤0.01% 99

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc's VOE Position: Q2 2026 in Review

Truepoint Inc reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 49% in Q2 2026, selling an estimated $349K and leaving 1,900 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #120.

Truepoint Inc first reported a position in VOE in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.28M in Q4 2023. 1,241 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Truepoint Inc held 1,900 shares of Vanguard Morningstar Mid-Cap Value ETF worth $375K as of Q2 2026.
  • Truepoint Inc sold 1,806 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #120 holding.
  • Truepoint Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 31 quarters since.
  • Truepoint Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.28M in Q4 2023.
  • 1,241 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.