PWMG
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Pinnacle Wealth Management Group’s Vanguard 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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

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

Pinnacle Wealth Management Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.27% in Q2 2026, selling an estimated $16K and leaving 77,490 shares worth $6.24M. The position accounts for 2.91% of the portfolio, ranked #10.

Pinnacle Wealth Management Group first reported a position in VO in Q3 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pinnacle Wealth Management Group held 77,490 shares of Vanguard Mid-Cap ETF worth $6.24M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 206 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Mid-Cap ETF made up 2.91% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #10 holding.
  • Pinnacle Wealth Management Group first reported a position in Vanguard Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.