Pinnacle Wealth Management Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pinnacle Wealth Management Advisory 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	$239K	Buy	1,207 +45	+4%	+$8.71K	0.01%	480
2026 Q1	$214K	Hold	1,162	–	–	0.01%	498
2025 Q4	$206K	Sell	1,162 -250	-18%	-$43.8K	0.01%	501
2025 Q3	$247K	Hold	1,412	–	–	0.02%	349
2025 Q2	$232K	Sell	1,412 -479	-25%	-$75.8K	0.02%	337
2025 Q1	$304K	Buy	1,891 +350	+23%	+$57.2K	0.03%	289
2024 Q4	$249K	Buy	1,541 +14	+0.9%	+$2.36K	0.02%	310
2024 Q3	$256K	Buy	+1,527	New	+$243K	0.02%	303

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VOE Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.9% in Q2 2026, buying an estimated $8.71K and bringing the position to 1,207 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #480.

Pinnacle Wealth Management Advisory Group first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $304K in Q1 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,207 shares of Vanguard Morningstar Mid-Cap Value ETF worth $239K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 45 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.71K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #480 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $304K in Q1 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.