Pinnacle Wealth Management Group
VO icon

Pinnacle Wealth Management Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pinnacle Wealth Management Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.17M Buy
78,635
+1,145
+1% +$93.1K 2.82% 11
2026
Q2 		$6.24M Sell
77,490
-206
-0.3% -$16K 2.91% 10
2026
Q1 		$5.58M Buy
77,696
+2,044
+3% +$152K 2.74% 9
2025
Q4 		$5.49M Buy
75,652
+2,372
+3% +$173K 2.74% 14
2025
Q3 		$5.38M Buy
+73,280
New +$5.26M 2.76% 12

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Pinnacle Wealth Management Group's VO Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q3 2026, buying an estimated $93.1K and bringing the position to 78,635 shares worth $6.17M. The position accounts for 2.82% of the portfolio, ranked #11.

Pinnacle Wealth Management Group first reported a position in VO in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.24M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Pinnacle Wealth Management Group held 78,635 shares of Vanguard Morningstar Mid-Cap ETF worth $6.17M as of Q3 2026.
  • Pinnacle Wealth Management Group bought 1,145 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $93.1K.
  • Vanguard Morningstar Mid-Cap ETF made up 2.82% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #11 holding.
  • Pinnacle Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Pinnacle Wealth Management Group's Vanguard Morningstar Mid-Cap ETF position peaked at $6.24M in Q2 2026.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.