Pinnacle Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$1.1M	Buy	+8,192	New	+$1.05M	0.05%	113
2018 Q2	–	Sell	-3,680	Closed	-$403K	–	185
2018 Q1	$403K	Sell	3,680 -299	-8%	-$33.6K	0.02%	139
2017 Q4	$444K	Buy	+3,979	New	+$431K	0.03%	142
2016 Q3	–	Sell	-5,126	Closed	-$456K	–	153
2016 Q2	$456K	Buy	+5,126	New	+$451K	0.04%	73

Other funds holding VOE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pinnacle Advisory Group's VOE Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2021: 8,192 shares worth $1.1M. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in VOE as recently as Q1 2018.

Pinnacle Advisory Group first reported a position in VOE in Q2 2016 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold VOE as of Q1 2021.

Pinnacle Advisory Group held 8,192 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.1M as of Q1 2021.
Vanguard Morningstar Mid-Cap Value ETF was a new Pinnacle Advisory Group position in Q1 2021.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Pinnacle Advisory Group's portfolio in Q1 2021, its #113 holding.
Pinnacle Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and has held it in 4 quarters since.
698 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.