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Pinnacle Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Pinnacle Advisory Group’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$293K Buy
+3,014
New +$290K 0.01% 205
2016
Q3 		– Sell
-4,059
Closed -$235K – 155
2016
Q2 		$235K Buy
+4,059
New +$236K 0.02% 118

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pinnacle Advisory Group's VT Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2021: 3,014 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in VT as recently as Q2 2016.

Pinnacle Advisory Group first reported a position in VT in Q2 2016 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold VT as of Q1 2021.

  • Pinnacle Advisory Group held 3,014 shares of Vanguard Total World Stock ETF worth $293K as of Q1 2021.
  • Vanguard Total World Stock ETF was a new Pinnacle Advisory Group position in Q1 2021.
  • Vanguard Total World Stock ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #205 holding.
  • Pinnacle Advisory Group first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.