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Pinnacle Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Associates’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
17,622
+260
+1% +$163K 0.14% 160
2025
Q4 		$10.9M Sell
17,362
-338
-2% -$210K 0.14% 157
2025
Q3 		$10.8M Buy
17,700
+572
+3% +$337K 0.14% 157
2025
Q2 		$9.73M Sell
17,128
-423
-2% -$222K 0.14% 165
2025
Q1 		$9.02M Buy
17,551
+388
+2% +$210K 0.13% 165
2024
Q4 		$9.25M Buy
17,163
+3,206
+23% +$1.74M 0.13% 173
2024
Q3 		$6.1M Sell
13,957
-2,518
-15% -$1.28M 0.1% 214
2024
Q2 		$8.24M Buy
16,475
+1,826
+12% +$879K 0.13% 175
2024
Q1 		$7.04M Buy
14,649
+692
+5% +$317K 0.11% 201
2023
Q4 		$6.1M Buy
13,957
+496
+4% +$203K 0.1% 217
2023
Q3 		$5.29M Sell
13,461
-803
-6% -$328K 0.1% 218
2023
Q2 		$5.81M Buy
14,264
+704
+5% +$272K 0.1% 213
2023
Q1 		$5.1M Sell
13,560
-15,338
-53% -$5.62M 0.1% 203
2022
Q4 		$10.2M Sell
28,898
-10,923
-27% -$3.86M 0.22% 128
2022
Q3 		$13.1M Buy
39,821
+29,310
+279% +$10.7M 0.3% 102
2022
Q2 		$3.65M Sell
10,511
-8,840
-46% -$3.33M 0.08% 239
2022
Q1 		$8.03M Sell
19,351
-11
-0.1% -$4.5K 0.14% 169
2021
Q4 		$8.45M Buy
19,362
+173
+0.9% +$73K 0.15% 161
2021
Q3 		$7.57M Buy
19,189
+1,630
+9% +$661K 0.14% 169
2021
Q2 		$6.91M Sell
17,559
-304
-2% -$117K 0.12% 174
2021
Q1 		$6.51M Sell
17,863
-637
-3% -$226K 0.12% 179
2020
Q4 		$6.36M Buy
18,500
+30
+0.2% +$9.78K 0.13% 173
2020
Q3 		$5.68M Sell
18,470
-487
-3% -$148K 0.14% 167
2020
Q2 		$5.37M Buy
18,957
+1,483
+8% +$399K 0.13% 167
2020
Q1 		$4.14M Buy
17,474
+9,051
+107% +$2.54M 0.13% 175
2019
Q4 		$2.49M Sell
8,423
-1,749
-17% -$495K 0.05% 273
2019
Q3 		$2.77M Sell
10,172
-91
-0.9% -$24.7K 0.07% 261
2019
Q2 		$2.76M Sell
10,263
-1,170
-10% -$310K 0.06% 268
2019
Q1 		$2.97M Buy
11,433
+250
+2% +$62.4K 0.07% 260
2018
Q4 		$2.57M Buy
11,183
+2,861
+34% +$709K 0.07% 262
2018
Q3 		$2.22M Buy
8,322
+6,062
+268% +$1.59M 0.05% 298
2018
Q2 		$564K Buy
2,260
+25
+1% +$6.21K 0.01% 505
2018
Q1 		$541K Sell
2,235
-425
-16% -$107K 0.01% 500
2017
Q4 		$652K Sell
2,660
-200
-7% -$47.8K 0.01% 468
2017
Q3 		$660K Buy
2,860
+329
+13% +$74.5K 0.01% 464
2017
Q2 		$562K Buy
2,531
+131
+5% +$28.8K 0.01% 483
2017
Q1 		$519K Buy
2,400
+300
+14% +$64K 0.01% 488
2016
Q4 		$431K Hold
2,100
– – 0.01% 502
2016
Q3 		$417K Buy
2,100
+1,000
+91% +$198K 0.01% 494
2016
Q2 		$211K Hold
1,100
– – ﹤0.01% 595
2016
Q1 		$207K Buy
+1,100
New +$197K ﹤0.01% 575

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Pinnacle Associates's VOO Position: Q1 2026 in Review

Pinnacle Associates increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2026, buying an estimated $163K and bringing the position to 17,622 shares worth $10.5M. The position accounts for 0.14% of the portfolio, ranked #160.

Pinnacle Associates first reported a position in VOO in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.1M in Q3 2022. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Pinnacle Associates held 17,622 shares of Vanguard S&P 500 ETF worth $10.5M as of Q1 2026.
  • Pinnacle Associates bought 260 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $163K.
  • Vanguard S&P 500 ETF made up 0.14% of Pinnacle Associates's portfolio in Q1 2026, its #160 holding.
  • Pinnacle Associates first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
  • Pinnacle Associates's Vanguard S&P 500 ETF position peaked at $13.1M in Q3 2022.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.