Pinnacle Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$1.27M	Buy	+5,903	New	+$1.28M	0.06%	102
2018 Q2	–	Sell	-3,200	Closed	-$415K	–	186
2018 Q1	$415K	Sell	3,200 -248	-7%	-$32.6K	0.02%	135
2017 Q4	$440K	Buy	+3,448	New	+$432K	0.03%	143

Other funds holding VOT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Advisory Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2021: 5,903 shares worth $1.27M. The stake represents 0.06% of the portfolio and ranks #102 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in VOT as recently as Q1 2018.

Pinnacle Advisory Group first reported a position in VOT in Q4 2017 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

Pinnacle Advisory Group held 5,903 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.27M as of Q1 2021.
Vanguard Morningstar Mid-Cap Growth ETF was a new Pinnacle Advisory Group position in Q1 2021.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Pinnacle Advisory Group's portfolio in Q1 2021, its #102 holding.
Pinnacle Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 3 quarters since.
623 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2021.

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