Pinnacle Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$2.65M	Buy	14,073 +651	+5%	+$134K	1.04%	16
2022 Q1	$3.06M	Buy	13,422 +7,572	+129%	+$1.7M	0.95%	17
2021 Q4	$1.41M	Buy	+5,850	New	+$1.38M	0.44%	57

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Pinnacle Private Wealth's VTI Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q2 2022, buying an estimated $134K and bringing the position to 14,073 shares worth $2.65M. The position accounts for 1.04% of the portfolio, ranked #16.

Pinnacle Private Wealth first reported a position in VTI in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.06M in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Pinnacle Private Wealth held 14,073 shares of Vanguard Morningstar Total Stock Market ETF worth $2.65M as of Q2 2022.
Pinnacle Private Wealth bought 651 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $134K.
Vanguard Morningstar Total Stock Market ETF made up 1.04% of Pinnacle Private Wealth's portfolio in Q2 2022, its #16 holding.
Pinnacle Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $3.06M in Q1 2022.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.