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

Pinnacle Associates’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
2026
Q1 		– Sell
-850
Closed -$237K – 994
2025
Q4 		$237K Buy
+850
New +$243K ﹤0.01% 856
2025
Q1 		– Sell
-941
Closed -$239K – 866
2024
Q4 		$239K Buy
+941
New +$242K ﹤0.01% 772

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Pinnacle Associates's VOT Position: Q1 2026 in Review

Pinnacle Associates sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 850 shares — an estimated $237K sold.

Pinnacle Associates first reported a position in VOT in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Pinnacle Associates reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Associates sold 850 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $237K.
  • Pinnacle Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Pinnacle Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $239K in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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