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Pinnacle Wealth Management Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2026
Q2 		$470K Buy
1,287
+15
+1% +$5.11K 0.03% 309
2026
Q1 		$384K Sell
1,272
-193
-13% -$60.7K 0.03% 340
2025
Q4 		$443K Sell
1,465
-45
-3% -$13.6K 0.03% 299
2025
Q3 		$449K Buy
1,510
+16
+1% +$4.62K 0.03% 246
2025
Q2 		$414K Sell
1,494
-230
-13% -$59.2K 0.03% 248
2025
Q1 		$434K Sell
1,724
-22
-1% -$6.1K 0.04% 229
2024
Q4 		$489K Sell
1,746
-72
-4% -$20.4K 0.05% 200
2024
Q3 		$486K Buy
1,818
+9
+0.5% +$2.31K 0.05% 207
2024
Q2 		$452K Buy
1,809
+405
+29% +$101K 0.05% 206
2024
Q1 		$366K Buy
1,404
+482
+52% +$118K 0.04% 228
2023
Q4 		$223K Buy
+922
New +$200K 0.03% 300

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VBK Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.2% in Q2 2026, buying an estimated $5.11K and bringing the position to 1,287 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #309.

Pinnacle Wealth Management Advisory Group first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $489K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,287 shares of Vanguard Morningstar Small-Cap Growth ETF worth $470K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 15 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.11K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #309 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Pinnacle Wealth Management Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $489K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.