Pin Oak Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pin Oak Investment Advisors’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	$27K	Hold	88	–	–	0.02%	281
2026 Q1	$23K	Hold	88	–	–	0.02%	289
2025 Q4	$24K	Buy	+88	New	+$25.2K	0.02%	298
2021 Q2	–	Sell	-7,755	Closed	-$1.66M	–	433
2021 Q1	$1.66M	Hold	7,755	–	–	1.41%	26
2020 Q4	$1.65M	Hold	7,755	–	–	1.35%	23
2020 Q3	$1.4M	Hold	7,755	–	–	1.35%	24
2020 Q2	$1.28M	Hold	7,755	–	–	1.19%	32
2020 Q1	$982K	Hold	7,755	–	–	1.03%	38
2019 Q4	$1.23M	Hold	7,755	–	–	0.99%	35
2019 Q3	$1.15M	Hold	7,755	–	–	0.94%	39
2019 Q2	$1.16M	Hold	7,755	–	–	0.9%	45
2019 Q1	$1.11M	Sell	7,755 -1,978	-20%	-$266K	0.89%	43
2018 Q4	$1.17M	Hold	9,733	–	–	1.03%	40
2018 Q3	$1.39M	Hold	9,733	–	–	1.04%	39
2018 Q2	$1.31M	Hold	9,733	–	–	0.96%	39
2018 Q1	$1.26M	Hold	9,733	–	–	1.02%	38
2017 Q4	$1.24M	Buy	+9,733	New	+$1.22M	0.95%	39

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

Pin Oak Investment Advisors's VOT Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 88 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #281.

Pin Oak Investment Advisors first reported a position in VOT in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.66M in Q1 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pin Oak Investment Advisors held 88 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $27K as of Q2 2026.
Pin Oak Investment Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #281 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 17 quarters since.
Pin Oak Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.66M in Q1 2021.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.