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

Pinnacle Family Advisors’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
2020
Q4 		– Sell
-26,680
Closed -$4.81M – 146
2020
Q3 		$4.81M Buy
26,680
+16,710
+168% +$2.95M 3.25% 10
2020
Q2 		$1.65M Buy
+9,970
New +$1.51M 1.44% 18

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Family Advisors's VOT Position: Q4 2020 in Review

Pinnacle Family Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2020, closing a stake of 26,680 shares — an estimated $4.81M sold.

Pinnacle Family Advisors first reported a position in VOT in Q2 2020 and held it in 2 quarters. The position peaked at $4.81M in Q3 2020. 613 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

  • Pinnacle Family Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Pinnacle Family Advisors sold 26,680 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2020, an estimated $4.81M.
  • Pinnacle Family Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.81M in Q3 2020.
  • 613 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2020.

Based on Pinnacle Family Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.