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Pinney & Scofield’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pinney & Scofield’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.3K Hold
102
– – 0.02% 133
2026
Q1 		$26.3K Hold
102
– – 0.01% 151
2025
Q4 		$28.5K Hold
102
– – 0.02% 132
2025
Q3 		$29.8K Buy
102
+1
+1% +$288 0.02% 127
2025
Q2 		$28.9K Hold
101
– – 0.02% 124
2025
Q1 		$24.8K Hold
101
– – 0.02% 129
2024
Q4 		$25.7K Buy
+101
New +$26K 0.02% 131

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinney & Scofield's VOT Position: Q2 2026 in Review

Pinney & Scofield held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 102 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #133.

Pinney & Scofield first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Pinney & Scofield held 102 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $31.3K as of Q2 2026.
  • Pinney & Scofield left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #133 holding.
  • Pinney & Scofield first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.