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 Q3	$223K	Hold	762	–	–	﹤0.01%	894
2026 Q2	$233K	Buy	+762	New	+$220K	﹤0.01%	885
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pinnacle Associates's VOT Position: Q3 2026 in Review

Pinnacle Associates held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 762 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Pinnacle Associates first reported a position in VOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $239K in Q4 2024. 694 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Pinnacle Associates held 762 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $223K as of Q3 2026.
Pinnacle Associates left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #894 holding.
Pinnacle Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
Pinnacle Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $239K in Q4 2024.
694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.