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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
Q2 		$603K Sell
1,969
-402
-17% -$116K 0.16% 121
2026
Q1 		$610K Buy
2,371
+36
+2% +$9.88K 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 		$511K 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

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinnacle Bancorp's VOT Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 17% in Q2 2026, selling an estimated $116K and leaving 1,969 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #121.

Pinnacle Bancorp first reported a position in VOT in Q1 2017 and has held it in 32 quarters since. The position peaked at $719K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Pinnacle Bancorp held 1,969 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $603K as of Q2 2026.
  • Pinnacle Bancorp sold 402 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Pinnacle Bancorp's portfolio in Q2 2026, its #121 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $719K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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