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Pinnacle Financial Group’s Vanguard 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
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Financial Group's VOE Position: Q1 2026 in Review

Pinnacle Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.7% in Q1 2026, buying an estimated $74.2K and bringing the position to 23,362 shares worth $4.31M. The position accounts for 1.18% of the portfolio, ranked #26.

Pinnacle Financial Group first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Pinnacle Financial Group held 23,362 shares of Vanguard Mid-Cap Value ETF worth $4.31M as of Q1 2026.
  • Pinnacle Financial Group bought 397 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $74.2K.
  • Vanguard Mid-Cap Value ETF made up 1.18% of Pinnacle Financial Group's portfolio in Q1 2026, its #26 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.