Pinnacle Wealth Management Advisory Group’s Vanguard US Multifactor ETF VFMF Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio VFMF Stock Details VFMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,427	Closed	-$759K	–	185
2020 Q1	$759K	Sell	13,427 -20,825	-61%	-$1.52M	0.37%	70
2019 Q4	$2.78M	Buy	34,252 +1,494	+5%	+$117K	1.04%	26
2019 Q3	$2.48M	Buy	32,758 +2,930	+10%	+$221K	1.04%	26
2019 Q2	$2.26M	Sell	29,828 -510	-2%	-$38.4K	0.96%	26
2019 Q1	$2.27M	Buy	30,338 +5,100	+20%	+$377K	1.03%	24
2018 Q4	$1.71M	Buy	25,238 +18,018	+250%	+$1.35M	0.92%	27
2018 Q3	$595K	Buy	+7,220	New	+$593K	0.29%	88

Other funds holding VFMF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's VFMF Position: Q2 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2020, closing a stake of 13,427 shares — an estimated $759K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VFMF in Q3 2018 and held it in 7 quarters. The position peaked at $2.78M in Q4 2019. 22 funds tracked by Wall St. Rank hold VFMF as of Q2 2020.

Pinnacle Wealth Management Advisory Group reported no remaining Vanguard US Multifactor ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 13,427 Vanguard US Multifactor ETF shares in Q2 2020, an estimated $759K.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard US Multifactor ETF in Q3 2018 and held it in 7 quarters.
Pinnacle Wealth Management Advisory Group's Vanguard US Multifactor ETF position peaked at $2.78M in Q4 2019.
22 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2020, filed 11 Aug 2020.