Pinnacle Bancorp
VOT icon

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

Pinnacle Bancorp’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 		$575K Hold
1,969
– – 0.15% 127
2026
Q2 		$603K Sell
1,969
-402
-17% -$116K 0.16% 121
2026
Q1 		$610K Buy
2,371
+36
+2% +$9.9K 0.18% 105
2025
Q4 		$652K Sell
2,335
-114
-5% -$32.6K 0.19% 98
2025
Q3 		$719K Sell
2,449
-17
-0.7% -$4.9K 0.21% 85
2025
Q2 		$701K Sell
2,466
-56
-2% -$14.4K 0.22% 84
2025
Q1 		$617K Buy
2,522
+220
+10% +$57.2K 0.2% 93
2024
Q4 		$584K Hold
2,302
– – 0.19% 99
2024
Q3 		$560K Sell
2,302
-39
-2% -$9.08K 0.15% 103
2024
Q2 		$537K Buy
2,341
+45
+2% +$10.3K 0.16% 98
2024
Q1 		$541K Sell
2,296
-29
-1% -$6.5K 0.16% 94
2023
Q4 		$510K Sell
2,325
-36
-2% -$7.2K 0.17% 97
2023
Q3 		$460K Buy
2,361
+3
+0.1% +$612 0.16% 94
2023
Q2 		$485K Sell
2,358
-73
-3% -$14.1K 0.17% 92
2023
Q1 		$474K Sell
2,431
-43
-2% -$8.23K 0.17% 91
2022
Q4 		$445K Hold
2,474
– – 0.17% 92
2022
Q3 		$422K Sell
2,474
-74
-3% -$14K 0.18% 84
2022
Q2 		$447K Buy
2,548
+2,431
+2,078% +$471K 0.18% 88
2022
Q1 		$26K Hold
117
– – 0.01% 434
2021
Q4 		$30K Hold
117
– – 0.01% 421
2021
Q3 		$28K Sell
117
-110
-48% -$26.6K 0.01% 419
2021
Q2 		$54K Hold
227
– – 0.02% 342
2021
Q1 		$49K Buy
227
+117
+106% +$25.4K 0.02% 348
2020
Q4 		$23K Hold
110
– – 0.01% 452
2020
Q3 		$20K Hold
110
– – 0.01% 445
2020
Q2 		$18K Hold
110
– – 0.01% 447
2020
Q1 		$14K Sell
110
-284
-72% -$43.1K 0.01% 447
2019
Q4 		$63K Hold
394
– – 0.04% 263
2019
Q3 		$58K Hold
394
– – 0.03% 277
2019
Q2 		$59K Hold
394
– – 0.03% 272
2019
Q1 		$56K Hold
394
– – 0.03% 281
2018
Q4 		$47K Buy
+394
New +$50.6K 0.03% 293
2017
Q1 		$42K Buy
+369
New +$41K 0.03% 311

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Stephens Group Asset Management
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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Bancorp's VOT Position: Q3 2026 in Review

Pinnacle Bancorp held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 1,969 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #127.

Pinnacle Bancorp first reported a position in VOT in Q1 2017 and has held it in 33 quarters since. The position peaked at $719K in Q3 2025. 308 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Pinnacle Bancorp held 1,969 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $575K as of Q3 2026.
  • Pinnacle Bancorp left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q3 2026, its #127 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 33 quarters since.
  • Pinnacle Bancorp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $719K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.