Pinnacle Wealth Management Advisory Group’s Vanguard 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Pinnacle Wealth Management Advisory Group's VBK Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 13% in Q1 2026, selling an estimated $60.7K and leaving 1,272 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #340.

Pinnacle Wealth Management Advisory Group first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $489K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 1,272 shares of Vanguard Small-Cap Growth ETF worth $384K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 193 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $60.7K.
Vanguard Small-Cap Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #340 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Small-Cap Growth ETF position peaked at $489K in Q4 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.