Pinnacle Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Sell |
186,520
-1,008
| -0.5% | -$78.1K | 0.16% | 131 |
|
|
2026
Q1 | $13.5M | Buy |
187,528
+68
| +0% | +$5.05K | 0.17% | 135 |
|
|
2025
Q4 | $13.6M | Sell |
187,460
-2,792
| -1% | -$203K | 0.17% | 126 |
|
|
2025
Q3 | $14M | Sell |
190,252
-2,792
| -1% | -$201K | 0.19% | 129 |
|
|
2025
Q2 | $13.5M | Sell |
193,044
-5,944
| -3% | -$390K | 0.2% | 115 |
|
|
2025
Q1 | $12.9M | Buy |
198,988
+14,156
| +8% | +$950K | 0.19% | 120 |
|
|
2024
Q4 | $12.2M | Buy |
184,832
+13,576
| +8% | +$922K | 0.17% | 128 |
|
|
2024
Q3 | $9.96M | Sell |
171,256
-1,308
| -0.8% | -$82.1K | 0.17% | 149 |
|
|
2024
Q2 | $10.4M | Buy |
172,564
+872
| +0.5% | +$53K | 0.16% | 149 |
|
|
2024
Q1 | $10.7M | Buy |
171,692
+436
| +0.3% | +$25.8K | 0.17% | 153 |
|
|
2023
Q4 | $9.96M | Buy |
171,256
+3,780
| +2% | +$202K | 0.17% | 152 |
|
|
2023
Q3 | $8.72M | Sell |
167,476
-908
| -0.5% | -$49.8K | 0.16% | 155 |
|
|
2023
Q2 | $9.27M | Buy |
168,384
+16,280
| +11% | +$853K | 0.16% | 155 |
|
|
2023
Q1 | $8.02M | Buy |
152,104
+3,620
| +2% | +$193K | 0.16% | 151 |
|
|
2022
Q4 | $7.57M | Sell |
148,484
-12,092
| -8% | -$616K | 0.16% | 152 |
|
|
2022
Q3 | $7.55M | Buy |
160,576
+4,504
| +3% | +$235K | 0.17% | 152 |
|
|
2022
Q2 | $7.68M | Sell |
156,072
-83,160
| -35% | -$4.49M | 0.17% | 151 |
|
|
2022
Q1 | $14.2M | Buy |
239,232
+70,964
| +42% | +$4.16M | 0.25% | 116 |
|
|
2021
Q4 | $10.7M | Buy |
168,268
+20,080
| +14% | +$1.26M | 0.18% | 141 |
|
|
2021
Q3 | $8.77M | Buy |
148,188
+3,024
| +2% | +$183K | 0.16% | 149 |
|
|
2021
Q2 | $8.61M | Buy |
145,164
+10,612
| +8% | +$615K | 0.16% | 157 |
|
|
2021
Q1 | $7.45M | Buy |
134,552
+2,628
| +2% | +$143K | 0.14% | 166 |
|
|
2020
Q4 | $6.82M | Buy |
131,924
+3,736
| +3% | +$181K | 0.14% | 168 |
|
|
2020
Q3 | $5.65M | Buy |
128,188
+17,124
| +15% | +$746K | 0.13% | 168 |
|
|
2020
Q2 | $4.55M | Buy |
111,064
+960
| +0.9% | +$36.8K | 0.11% | 186 |
|
|
2020
Q1 | $3.62M | Sell |
110,104
-10,808
| -9% | -$448K | 0.11% | 194 |
|
|
2019
Q4 | $5.39M | Sell |
120,912
-1,272
| -1% | -$54.6K | 0.12% | 195 |
|
|
2019
Q3 | $5.12M | Buy |
122,184
+1,160
| +1% | +$48.5K | 0.12% | 196 |
|
|
2019
Q2 | $5.06M | Sell |
121,024
-1,852
| -2% | -$75.8K | 0.12% | 201 |
|
|
2019
Q1 | $4.94M | Sell |
122,876
-912
| -0.7% | -$35.1K | 0.11% | 199 |
|
|
2018
Q4 | $4.28M | Sell |
123,788
-11,404
| -8% | -$428K | 0.11% | 205 |
|
|
2018
Q3 | $5.55M | Sell |
135,192
-1,480
| -1% | -$60.4K | 0.12% | 197 |
|
|
2018
Q2 | $5.39M | Buy |
136,672
+2,244
| +2% | +$88.1K | 0.11% | 200 |
|
|
2018
Q1 | $5.18M | Buy |
134,428
+65,980
| +96% | +$2.6M | 0.1% | 202 |
|
|
2017
Q4 | $2.65M | Buy |
68,448
+3,464
| +5% | +$131K | 0.05% | 269 |
|
|
2017
Q3 | $2.39M | Buy |
64,984
+788
| +1% | +$28.4K | 0.04% | 283 |
|
|
2017
Q2 | $2.29M | Sell |
64,196
-280
| -0.4% | -$9.89K | 0.04% | 292 |
|
|
2017
Q1 | $2.24M | Sell |
64,476
-576
| -0.9% | -$19.8K | 0.04% | 302 |
|
|
2016
Q4 | $2.14M | Buy |
65,052
+29,780
| +84% | +$964K | 0.04% | 297 |
|
|
2016
Q3 | $1.14M | Buy |
35,272
+4,400
| +14% | +$141K | 0.02% | 360 |
|
|
2016
Q2 | $954K | Buy |
30,872
+740
| +2% | +$22.6K | 0.02% | 377 |
|
|
2016
Q1 | $913K | Buy |
30,132
+52
| +0.2% | +$1.47K | 0.02% | 374 |
|
|
2015
Q4 | $903K | Buy |
30,080
+2,180
| +8% | +$66.5K | 0.02% | 380 |
|
|
2015
Q3 | $814K | Buy |
27,900
+1,800
| +7% | +$56.1K | 0.02% | 386 |
|
|
2015
Q2 | $831K | Buy |
26,100
+1,600
| +7% | +$51.9K | 0.02% | 401 |
|
|
2015
Q1 | $813K | Sell |
24,500
-600
| -2% | -$18.9K | 0.02% | 402 |
|
|
2014
Q4 | $775K | Hold |
25,100
| – | – | 0.02% | 400 |
|
|
2014
Q3 | $736K | Sell |
25,100
-400
| -2% | -$11.9K | 0.02% | 400 |
|
|
2014
Q2 | $757K | Sell |
25,500
-1,040
| -4% | -$29.7K | 0.01% | 403 |
|
|
2014
Q1 | $754K | Hold |
26,540
| – | – | 0.01% | 387 |
|
|
2013
Q4 | $730K | Sell |
26,540
-500
| -2% | -$13.3K | 0.01% | 403 |
|
|
2013
Q3 | $693K | Buy |
27,040
+1,900
| +8% | +$47.7K | 0.01% | 395 |
|
|
2013
Q2 | $598K | Buy |
+25,140
| New | +$596K | 0.01% | 398 |
|
Other funds holding VO
Pinnacle Associates's VO Position: Q2 2026 in Review
Pinnacle Associates reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.54% in Q2 2026, selling an estimated $78.1K and leaving 186,520 shares worth $15M. The position accounts for 0.16% of the portfolio, ranked #131.
Pinnacle Associates first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Pinnacle Associates held 186,520 shares of Vanguard Morningstar Mid-Cap ETF worth $15M as of Q2 2026.
- Pinnacle Associates sold 1,008 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $78.1K.
- Vanguard Morningstar Mid-Cap ETF made up 0.16% of Pinnacle Associates's portfolio in Q2 2026, its #131 holding.
- Pinnacle Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.