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Pinnacle Bancorp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pinnacle Bancorp’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$976K Sell
4,940
-148
-3% -$28.6K 0.25% 73
2026
Q1 		$938K Buy
5,088
+187
+4% +$34.9K 0.28% 66
2025
Q4 		$869K Sell
4,901
-196
-4% -$34.3K 0.25% 69
2025
Q3 		$890K Buy
5,097
+2
+0% +$340 0.26% 68
2025
Q2 		$838K Sell
5,095
-20
-0.4% -$3.17K 0.26% 71
2025
Q1 		$821K Buy
5,115
+208
+4% +$34K 0.27% 70
2024
Q4 		$794K Buy
4,907
+238
+5% +$40.1K 0.26% 74
2024
Q3 		$783K Sell
4,669
-84
-2% -$13.4K 0.21% 76
2024
Q2 		$715K Hold
4,753
– – 0.21% 76
2024
Q1 		$741K Sell
4,753
-15
-0.3% -$2.2K 0.22% 74
2023
Q4 		$691K Buy
4,768
+1,735
+57% +$233K 0.23% 71
2023
Q3 		$397K Sell
3,033
-22
-0.7% -$3.05K 0.14% 110
2023
Q2 		$423K Buy
3,055
+131
+4% +$17.5K 0.14% 104
2023
Q1 		$392K Buy
2,924
+31
+1% +$4.3K 0.14% 112
2022
Q4 		$391K Hold
2,893
– – 0.15% 104
2022
Q3 		$352K Buy
2,893
+124
+4% +$16.8K 0.15% 99
2022
Q2 		$359K Buy
+2,769
New +$392K 0.15% 101
2020
Q1 		– Sell
-790
Closed -$94K – 696
2019
Q4 		$94K Hold
790
– – 0.07% 221
2019
Q3 		$89K Hold
790
– – 0.05% 221
2019
Q2 		$88K Hold
790
– – 0.05% 226
2019
Q1 		$85K Hold
790
– – 0.05% 231
2018
Q4 		$75K Buy
+790
New +$82.9K 0.05% 236
2017
Q1 		$69K Buy
+741
New +$74.7K 0.05% 236

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Bancorp's VOE Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.9% in Q2 2026, selling an estimated $28.6K and leaving 4,940 shares worth $976K. The position accounts for 0.25% of the portfolio, ranked #73.

Pinnacle Bancorp first reported a position in VOE in Q1 2017 and has held it in 23 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Pinnacle Bancorp held 4,940 shares of Vanguard Morningstar Mid-Cap Value ETF worth $976K as of Q2 2026.
  • Pinnacle Bancorp sold 148 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $28.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Pinnacle Bancorp's portfolio in Q2 2026, its #73 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 23 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.