Pinnacle Wealth Planning Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.6K	Buy	+380	New	+$47.2K	﹤0.01%	1277

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's IVOO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026: 380 shares worth $49.6K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Pinnacle Wealth Planning Services held 380 shares of Vanguard S&P Mid-Cap 400 ETF worth $49.6K as of Q2 2026.
Vanguard S&P Mid-Cap 400 ETF was a new Pinnacle Wealth Planning Services position in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1277 holding.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.