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Pinnacle Wealth Planning Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pinnacle Wealth Planning Services’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 		$742K Sell
9,204
-72
-0.8% -$5.58K 0.07% 161
2026
Q1 		$666K Sell
9,276
-304
-3% -$22.6K 0.07% 165
2025
Q4 		$695K Buy
9,580
+64
+0.7% +$4.66K 0.07% 154
2025
Q3 		$699K Sell
9,516
-20
-0.2% -$1.44K 0.08% 147
2025
Q2 		$667K Buy
9,536
+20
+0.2% +$1.31K 0.09% 144
2025
Q1 		$615K Buy
9,516
+252
+3% +$16.9K 0.09% 135
2024
Q4 		$612K Buy
+9,264
New +$629K 0.09% 132

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.78% in Q2 2026, selling an estimated $5.58K and leaving 9,204 shares worth $742K. The position accounts for 0.07% of the portfolio, ranked #161.

Pinnacle Wealth Planning Services first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,482 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,204 shares of Vanguard Morningstar Mid-Cap ETF worth $742K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 72 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.58K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #161 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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