Pinnacle Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$10.4M	Buy	+36,005	New	+$10.1M	0.42%	77

Other funds holding VBK

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Pinnacle Wealth Advisors's VBK Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2021: 36,005 shares worth $10.4M. The stake represents 0.42% of the portfolio and ranks #77 among its holdings.

758 funds tracked by Wall St. Rank hold VBK as of Q2 2021.

Pinnacle Wealth Advisors held 36,005 shares of Vanguard Small-Cap Growth ETF worth $10.4M as of Q2 2021.
Vanguard Small-Cap Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Small-Cap Growth ETF made up 0.42% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #77 holding.
758 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.