Pinnacle Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Pinnacle Associates’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
2025 Q2	–	Sell	-2,458	Closed	-$285K	–	862
2025 Q1	$285K	Sell	2,458 -6,577	-73%	-$787K	﹤0.01%	728
2024 Q4	$1.06M	Sell	9,035 -8,804	-49%	-$1.06M	0.01%	476
2024 Q3	$1.84M	Buy	17,839 +66	+0.4%	+$7.59K	0.03%	371
2024 Q2	$2M	Hold	17,773	–	–	0.03%	367
2024 Q1	$1.96M	Sell	17,773 -66	-0.4%	-$6.98K	0.03%	374
2023 Q4	$1.84M	Sell	17,839 -571	-3%	-$54.9K	0.03%	376
2023 Q3	$1.72M	Hold	18,410	–	–	0.03%	369
2023 Q2	$1.79M	Hold	18,410	–	–	0.03%	373
2023 Q1	$1.7M	Hold	18,410	–	–	0.03%	326
2022 Q4	$1.59M	Buy	18,410 +14,130	+330%	+$1.21M	0.03%	329
2022 Q3	$338K	Hold	4,280	–	–	0.01%	571
2022 Q2	$365K	Buy	+4,280	New	+$396K	0.01%	569

Other funds holding VT

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Pinnacle Associates's VT Position: Q2 2025 in Review

Pinnacle Associates sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 2,458 shares — an estimated $285K sold.

Pinnacle Associates first reported a position in VT in Q2 2022 and held it in 12 quarters. The position peaked at $2M in Q2 2024. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Pinnacle Associates reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Associates sold 2,458 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $285K.
Pinnacle Associates first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 12 quarters.
Pinnacle Associates's Vanguard Total World Stock ETF position peaked at $2M in Q2 2024.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Pinnacle Associates's 13F filing for Q2 2025, filed 4 Aug 2025.