Pinnacle Summer Investments’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pinnacle Summer Investments’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$9K	Buy	+108	New	+$8.85K	﹤0.01%	570

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Summer Investments's VTV Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2015: 108 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

390 funds tracked by Wall St. Rank hold VTV as of Q4 2015.

Pinnacle Summer Investments held 108 shares of Vanguard Morningstar Value ETF worth $9K as of Q4 2015.
Vanguard Morningstar Value ETF was a new Pinnacle Summer Investments position in Q4 2015.
Vanguard Morningstar Value ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #570 holding.
390 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.