Pinnacle Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pinnacle Advisory Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.46M	Buy	7,046 +2,493	+55%	+$504K	0.07%	96
2020 Q4	$886K	Sell	4,553 -2	-0%	-$366	0.05%	102
2020 Q3	$776K	Buy	4,555 +152	+3%	+$25.6K	0.05%	103
2020 Q2	$689K	Sell	4,403 -380	-8%	-$56K	0.05%	107
2020 Q1	$617K	Buy	4,783 +381	+9%	+$58.9K	0.06%	98
2019 Q4	$720K	Sell	4,402 -115	-3%	-$18K	0.05%	102
2019 Q3	$682K	Hold	4,517	–	–	0.05%	100
2019 Q2	$678K	Sell	4,517 -1,775	-28%	-$261K	0.05%	104
2019 Q1	$911K	Sell	6,292 -643	-9%	-$89.7K	0.06%	86
2018 Q4	$885K	Buy	6,935 +252	+4%	+$34.8K	0.07%	83
2018 Q3	$1M	Buy	6,683 +1,964	+42%	+$289K	0.07%	75
2018 Q2	$663K	Sell	4,719 -2,495	-35%	-$348K	0.04%	93
2018 Q1	$979K	Buy	7,214 +1,558	+28%	+$218K	0.06%	80
2017 Q4	$776K	Buy	5,656 +23	+0.4%	+$3.08K	0.05%	102
2017 Q3	$730K	Buy	5,633 +93	+2%	+$11.8K	0.05%	99
2017 Q2	$689K	Buy	5,540 +217	+4%	+$26.7K	0.04%	93
2017 Q1	$646K	Sell	5,323 -225	-4%	-$26.9K	0.04%	97
2016 Q4	$640K	Sell	5,548 -45	-0.8%	-$5.06K	0.04%	90
2016 Q3	$614K	Sell	5,593 -734	-12%	-$81.4K	0.05%	61
2016 Q2	$678K	Buy	6,327 +1,430	+29%	+$152K	0.05%	56
2016 Q1	$513K	Buy	+4,897	New	+$486K	0.05%	56

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Pinnacle Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 55% in Q1 2021, buying an estimated $504K and bringing the position to 7,046 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #96.

Pinnacle Advisory Group first reported a position in VTI in Q1 2016 and has held it in 21 quarters since. 1,820 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Pinnacle Advisory Group held 7,046 shares of Vanguard Morningstar Total Stock Market ETF worth $1.46M as of Q1 2021.
Pinnacle Advisory Group bought 2,493 Vanguard Morningstar Total Stock Market ETF shares in Q1 2021, an estimated $504K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Pinnacle Advisory Group's portfolio in Q1 2021, its #96 holding.
Pinnacle Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 21 quarters since.
1,820 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2021.

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