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 Q3	$1.03M	Buy	1,470 +352	+31%	+$246K	0.1%	116
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's VOO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q3 2026, buying an estimated $246K and bringing the position to 1,470 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #116.

Pinnacle Wealth Planning Services first reported a position in VOO in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.72M in Q2 2020. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Pinnacle Wealth Planning Services held 1,470 shares of Vanguard S&P 500 ETF worth $1.03M as of Q3 2026.
Pinnacle Wealth Planning Services bought 352 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $246K.
Vanguard S&P 500 ETF made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #116 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Vanguard S&P 500 ETF position peaked at $2.72M in Q2 2020.
1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.