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Pinnacle Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$1.17M Buy
+8,545
New +$1.17M 0.05% 203

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in Vanguard Value ETF (VTV) in Q2 2021: 8,545 shares worth $1.17M. The stake represents 0.05% of the portfolio and ranks #203 among its holdings.

1,351 funds tracked by Wall St. Rank hold VTV as of Q2 2021.

  • Pinnacle Wealth Advisors held 8,545 shares of Vanguard Value ETF worth $1.17M as of Q2 2021.
  • Vanguard Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Vanguard Value ETF made up 0.05% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #203 holding.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2021.

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