Pinnacle Associates’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pinnacle Associates’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Hold	3,141	–	–	﹤0.01%	745
2026 Q1	$359K	Hold	3,141	–	–	﹤0.01%	738
2025 Q4	$351K	Hold	3,141	–	–	﹤0.01%	738
2025 Q3	$347K	Hold	3,141	–	–	﹤0.01%	715
2025 Q2	$330K	Hold	3,141	–	–	﹤0.01%	714
2025 Q1	$310K	Hold	3,141	–	–	﹤0.01%	708
2024 Q4	$331K	Buy	3,141 +25	+0.8%	+$2.72K	﹤0.01%	692
2024 Q3	$293K	Sell	3,116 -25	-0.8%	-$2.55K	0.01%	679
2024 Q2	$311K	Hold	3,141	–	–	﹤0.01%	682
2024 Q1	$324K	Buy	3,141 +25	+0.8%	+$2.4K	0.01%	683
2023 Q4	$293K	Hold	3,116	–	–	﹤0.01%	689
2023 Q3	$263K	Buy	3,116 +50	+2%	+$4.44K	﹤0.01%	695
2023 Q2	$272K	Hold	3,066	–	–	﹤0.01%	697
2023 Q1	$260K	Hold	3,066	–	–	0.01%	659
2022 Q4	$251K	Hold	3,066	–	–	0.01%	655
2022 Q3	$228K	Hold	3,066	–	–	0.01%	671
2022 Q2	$235K	Hold	3,066	–	–	0.01%	665
2022 Q1	$279K	Buy	3,066 +76	+3%	+$6.84K	﹤0.01%	682
2021 Q4	$286K	Hold	2,990	–	–	﹤0.01%	676
2021 Q3	$266K	Hold	2,990	–	–	﹤0.01%	667
2021 Q2	$272K	Hold	2,990	–	–	﹤0.01%	668
2021 Q1	$264K	Hold	2,990	–	–	0.01%	647
2020 Q4	$233K	Sell	2,990 -1,500	-33%	-$107K	﹤0.01%	642
2020 Q3	$282K	Hold	4,490	–	–	0.01%	573
2020 Q2	$270K	Sell	4,490 -150	-3%	-$8.44K	0.01%	577
2020 Q1	$226K	Sell	4,640 -3,210	-41%	-$201K	0.01%	589
2019 Q4	$545K	Sell	7,850 -1,960	-20%	-$131K	0.01%	520
2019 Q3	$640K	Sell	9,810 -1,230	-11%	-$79.9K	0.02%	490
2019 Q2	$725K	Hold	11,040	–	–	0.02%	471
2019 Q1	$706K	Sell	11,040 -400	-3%	-$24.9K	0.02%	476
2018 Q4	$640K	Sell	11,440 -270	-2%	-$16.6K	0.02%	469
2018 Q3	$796K	Hold	11,710	–	–	0.02%	454
2018 Q2	$770K	Buy	11,710 +3,270	+39%	+$213K	0.02%	453
2018 Q1	$535K	Buy	+8,440	New	+$544K	0.01%	501

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Associates's IVOO Position: Q2 2026 in Review

Pinnacle Associates held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 3,141 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Pinnacle Associates first reported a position in IVOO in Q1 2018 and has held it in 34 quarters since. The position peaked at $796K in Q3 2018. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Pinnacle Associates held 3,141 shares of Vanguard S&P Mid-Cap 400 ETF worth $410K as of Q2 2026.
Pinnacle Associates left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #745 holding.
Pinnacle Associates first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2018 and has held it in 34 quarters since.
Pinnacle Associates's Vanguard S&P Mid-Cap 400 ETF position peaked at $796K in Q3 2018.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.