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

Pinnacle Financial Group’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 		$4.74M Buy
23,963
+601
+3% +$116K 1.16% 24
2026
Q1 		$4.31M Buy
23,362
+397
+2% +$74.2K 1.18% 26
2025
Q4 		$4.07M Buy
22,965
+302
+1% +$52.9K 1.18% 25
2025
Q3 		$3.96M Buy
22,663
+2,323
+11% +$395K 1.2% 22
2025
Q2 		$3.35M Buy
20,340
+1,964
+11% +$311K 1.12% 24
2025
Q1 		$2.95M Buy
18,376
+1,403
+8% +$229K 1.07% 25
2024
Q4 		$2.75M Buy
16,973
+172
+1% +$29K 1.08% 25
2024
Q3 		$2.82M Buy
16,801
+97
+0.6% +$15.4K 1.1% 26
2024
Q2 		$2.51M Buy
16,704
+189
+1% +$28.7K 1.07% 26
2024
Q1 		$2.57M Buy
16,515
+818
+5% +$120K 1.13% 24
2023
Q4 		$2.28M Buy
15,697
+586
+4% +$78.7K 1.17% 24
2023
Q3 		$1.98M Sell
15,111
-365
-2% -$50.6K 1.18% 23
2023
Q2 		$2.14M Sell
15,476
-31
-0.2% -$4.13K 1.22% 23
2023
Q1 		$2.08M Buy
15,507
+288
+2% +$40K 1.24% 21
2022
Q4 		$2.06M Buy
15,219
+20
+0.1% +$2.68K 1.45% 19
2022
Q3 		$1.85M Buy
15,199
+762
+5% +$103K 1.6% 17
2022
Q2 		$1.87M Buy
14,437
+1,647
+13% +$233K 1.59% 16
2022
Q1 		$1.91M Sell
12,790
-159
-1% -$23.4K 1.55% 16
2021
Q4 		$1.95M Buy
+12,949
New +$1.9M 1.51% 17

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 Financial Group's VOE Position: Q2 2026 in Review

Pinnacle Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.6% in Q2 2026, buying an estimated $116K and bringing the position to 23,963 shares worth $4.74M. The position accounts for 1.16% of the portfolio, ranked #24.

Pinnacle Financial Group first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Pinnacle Financial Group held 23,963 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.74M as of Q2 2026.
  • Pinnacle Financial Group bought 601 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.16% of Pinnacle Financial Group's portfolio in Q2 2026, its #24 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.