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Vanguard Mid-Cap Value ETF shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 1.4k 174.58
2025-06-30 $232k 1.4k 164.46
2025-03-31 $304k 1.9k 160.52
2024-12-31 $249k 1.5k 161.77
2024-09-30 $256k 1.5k 167.67

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Betterment
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
EP Wealth Advisors
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
LPL Financial
Ameriprise Financial
FMR

View all funds holding Vanguard Mid-Cap Value ETF