Pinnacle Wealth Planning Services
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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
Q3 		$722K Hold
9,204
– – 0.07% 166
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

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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 Planning Services's VO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2026 at 9,204 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #166.

Pinnacle Wealth Planning Services first reported a position in VO in Q4 2024 and has held it in 8 quarters since. The position peaked at $742K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 9,204 shares of Vanguard Morningstar Mid-Cap ETF worth $722K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #166 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Morningstar Mid-Cap ETF position peaked at $742K 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 Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.