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 Q3	$29.9K	Hold	102	–	–	0.01%	152
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

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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Pinney & Scofield's VOT Position: Q3 2026 in Review

Pinney & Scofield held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 102 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #152.

Pinney & Scofield first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $31.3K in Q2 2026. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Pinney & Scofield held 102 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $29.9K as of Q3 2026.
Pinney & Scofield left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Pinney & Scofield's portfolio in Q3 2026, its #152 holding.
Pinney & Scofield first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $31.3K in Q2 2026.
891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.