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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinnacle Associates's VOT Position: Q2 2026 in Review

Pinnacle Associates opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 762 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in VOT as recently as Q4 2025.

Pinnacle Associates first reported a position in VOT in Q4 2024 and has held it in 3 quarters since. The position peaked at $239K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pinnacle Associates held 762 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $233K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Pinnacle Associates position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #885 holding.
Pinnacle Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
Pinnacle Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $239K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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