Pinnacle Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$138M	Buy	+350,809	New	+$135M	5.59%	1

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Pinnacle Wealth Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2021: 350,809 shares worth $138M. The stake represents 5.59% of the portfolio and ranks #1 among its holdings.

1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

Pinnacle Wealth Advisors held 350,809 shares of Vanguard S&P 500 ETF worth $138M as of Q2 2021.
Vanguard S&P 500 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard S&P 500 ETF made up 5.59% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #1 holding.
1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

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