Pinnacle Wealth Planning Services’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$768K	Hold	1,118	–	–	0.07%	153
2026 Q1	$668K	Hold	1,118	–	–	0.07%	163
2025 Q4	$701K	Sell	1,118 -37	-3%	-$23K	0.07%	150
2025 Q3	$707K	Buy	1,155 +200	+21%	+$118K	0.08%	143
2025 Q2	$542K	Buy	+955	New	+$502K	0.07%	181
2024 Q4	–	Sell	-841	Closed	-$444K	–	559
2024 Q3	$444K	Buy	+841	New	+$427K	0.06%	209
2021 Q1	–	Sell	-239	Closed	-$82K	–	1898
2020 Q4	$82K	Buy	+239	New	+$77.9K	0.02%	564
2020 Q3	–	Sell	-9,589	Closed	-$2.72M	–	289
2020 Q2	$2.72M	Buy	9,589 +2,739	+40%	+$737K	0.88%	24
2020 Q1	$1.62M	Buy	+6,850	New	+$1.92M	0.77%	23

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,118 shares worth $768K. The position accounts for 0.07% of the portfolio, ranked #153.

Pinnacle Wealth Planning Services first reported a position in VOO in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.72M in Q2 2020. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Pinnacle Wealth Planning Services held 1,118 shares of Vanguard S&P 500 ETF worth $768K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #153 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Vanguard S&P 500 ETF position peaked at $2.72M in Q2 2020.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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