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

Pinion 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 		$603K Sell
1,970
-309
-14% -$89.1K 0.11% 111
2026
Q1 		$587K Sell
2,279
-169
-7% -$46.4K 0.14% 100
2025
Q4 		$683K Buy
2,448
+48
+2% +$13.7K 0.17% 92
2025
Q3 		$709K Sell
2,400
-80
-3% -$23.1K 0.19% 93
2025
Q2 		$705K Buy
2,480
+33
+1% +$8.51K 0.24% 77
2025
Q1 		$599K Sell
2,447
-98
-4% -$25.5K 0.13% 87
2024
Q4 		$646K Sell
2,545
-52
-2% -$13.4K 0.26% 72
2024
Q3 		$632K Buy
2,597
+13
+0.5% +$3.03K 0.26% 72
2024
Q2 		$593K Buy
2,584
+1,274
+97% +$292K 0.3% 66
2024
Q1 		$309K Buy
+1,310
New +$293K 0.16% 112
2022
Q4 		– Sell
-1,318
Closed -$225K – 161
2022
Q3 		$225K Buy
1,318
+23
+2% +$4.35K 0.2% 135
2022
Q2 		$227K Sell
1,295
-33
-2% -$6.39K 0.19% 146
2022
Q1 		$296K Buy
1,328
+23
+2% +$5.08K 0.21% 134
2021
Q4 		$332K Sell
1,305
-19
-1% -$4.79K 0.22% 129
2021
Q3 		$313K Buy
1,324
+39
+3% +$9.44K 0.25% 118
2021
Q2 		$304K Buy
1,285
+15
+1% +$3.36K 0.24% 121
2021
Q1 		$273K Buy
1,270
+84
+7% +$18.2K 0.25% 123
2020
Q4 		$252K Sell
1,186
-433
-27% -$85.3K 0.27% 119
2020
Q3 		$267K Hold
1,619
– – 0.4% 96
2020
Q2 		$267K Sell
1,619
-271
-14% -$41K 0.4% 96
2020
Q1 		$239K Buy
1,890
+166
+10% +$25.2K 0.51% 83
2019
Q4 		$274K Buy
1,724
+60
+4% +$9.15K 0.51% 98
2019
Q3 		$246K Sell
1,664
-235
-12% -$35.2K 0.5% 101
2019
Q2 		$284K Sell
1,899
-751
-28% -$110K 0.61% 86
2019
Q1 		$378K Buy
2,650
+104
+4% +$14K 0.66% 78
2018
Q4 		$305K Buy
2,546
+145
+6% +$18.6K 0.64% 84
2018
Q3 		$342K Sell
2,401
-95
-4% -$13.3K 0.66% 76
2018
Q2 		$335K Buy
2,496
+67
+3% +$8.9K 0.65% 72
2018
Q1 		$315K Buy
+2,429
New +$319K 0.68% 75

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinion Investment Advisors's VOT Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q2 2026, selling an estimated $89.1K and leaving 1,970 shares worth $603K. The position accounts for 0.11% of the portfolio, ranked #111.

Pinion Investment Advisors first reported a position in VOT in Q1 2018 and has held it in 29 quarters since. The position peaked at $709K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Pinion Investment Advisors held 1,970 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $603K as of Q2 2026.
  • Pinion Investment Advisors sold 309 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $89.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Pinion Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • Pinion Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $709K in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.