Pinnacle Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$4.95M	Buy	+28,497	New	+$4.94M	0.2%	122

Other funds holding VBR

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2021: 28,497 shares worth $4.95M. The stake represents 0.2% of the portfolio and ranks #122 among its holdings.

991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

Pinnacle Wealth Advisors held 28,497 shares of Vanguard Small-Cap Value ETF worth $4.95M as of Q2 2021.
Vanguard Small-Cap Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Small-Cap Value ETF made up 0.2% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #122 holding.
991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

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