Pinnacle Wealth Management Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.04M	Buy	10,108 +35	+0.3%	+$21.9K	0.41%	54
2025 Q4	$6.32M	Sell	10,073 -459	-4%	-$285K	0.43%	51
2025 Q3	$6.45M	Sell	10,532 -169	-2%	-$99.6K	0.48%	48
2025 Q2	$6.08M	Sell	10,701 -442	-4%	-$232K	0.5%	50
2025 Q1	$5.73M	Buy	11,143 +30	+0.3%	+$16.2K	0.53%	48
2024 Q4	$5.99M	Buy	11,113 +430	+4%	+$233K	0.56%	43
2024 Q3	$5.64M	Sell	10,683 -21	-0.2%	-$10.7K	0.54%	46
2024 Q2	$5.35M	Buy	10,704 +1,678	+19%	+$807K	0.55%	43
2024 Q1	$4.34M	Buy	9,026 +139	+2%	+$63.6K	0.47%	51
2023 Q4	$3.88M	Sell	8,887 -30	-0.3%	-$12.3K	0.45%	55
2023 Q3	$3.5M	Hold	8,917	–	–	0.45%	55
2023 Q2	$3.63M	Buy	8,917 +511	+6%	+$197K	0.45%	57
2023 Q1	$3.16M	Sell	8,406 -13,320	-61%	-$4.88M	0.43%	61
2022 Q4	$7.63M	Sell	21,726 -14,829	-41%	-$5.24M	1.15%	20
2022 Q3	$12M	Buy	36,555 +27,969	+326%	+$10.2M	2%	14
2022 Q2	$2.98M	Buy	8,586 +107	+1%	+$40.3K	0.48%	57
2022 Q1	$3.52M	Buy	8,479 +86	+1%	+$35.2K	0.51%	55
2021 Q4	$3.66M	Buy	8,393 +286	+4%	+$121K	0.6%	48
2021 Q3	$3.2M	Buy	8,107 +1,167	+17%	+$473K	0.75%	32
2021 Q2	$2.73M	Sell	6,940 -304	-4%	-$117K	0.64%	38
2021 Q1	$2.64M	Sell	7,244 -37	-0.5%	-$13.1K	0.74%	31
2020 Q4	$2.5M	Hold	7,281	–	–	0.76%	31
2020 Q3	$2.24M	Sell	7,281 -1,087	-13%	-$331K	0.78%	32
2020 Q2	$2.37M	Buy	8,368 +1,086	+15%	+$292K	0.88%	25
2020 Q1	$1.73M	Buy	7,282 +104	+1%	+$29.1K	0.84%	31
2019 Q4	$2.12M	Hold	7,178	–	–	0.79%	31
2019 Q3	$1.96M	Hold	7,178	–	–	0.82%	30
2019 Q2	$1.93M	Sell	7,178 -150	-2%	-$39.7K	0.82%	31
2019 Q1	$1.9M	Buy	7,328 +164	+2%	+$41K	0.86%	29
2018 Q4	$1.65M	Buy	7,164 +102	+1%	+$25.3K	0.89%	31
2018 Q3	$1.89M	Buy	7,062 +6,062	+606%	+$1.59M	0.93%	26
2018 Q2	$250K	Hold	1,000	–	–	0.13%	122
2018 Q1	$242K	Hold	1,000	–	–	0.14%	125
2017 Q4	$245K	Hold	1,000	–	–	0.14%	125
2017 Q3	$231K	Hold	1,000	–	–	0.13%	132
2017 Q2	$222K	Hold	1,000	–	–	0.14%	132
2017 Q1	$216K	Hold	1,000	–	–	0.15%	122
2016 Q4	$205K	Buy	+1,000	New	+$201K	0.15%	119

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VOO Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.35% in Q1 2026, buying an estimated $21.9K and bringing the position to 10,108 shares worth $6.04M. The position accounts for 0.41% of the portfolio, ranked #54.

Pinnacle Wealth Management Advisory Group first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. The position peaked at $12M in Q3 2022. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 10,108 shares of Vanguard S&P 500 ETF worth $6.04M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 35 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $21.9K.
Vanguard S&P 500 ETF made up 0.41% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #54 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard S&P 500 ETF position peaked at $12M in Q3 2022.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.