Pinnacle Wealth Management Advisory Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$527K	Sell	3,416 -257	-7%	-$40.3K	0.03%	273
2026 Q1	$535K	Sell	3,673 -35	-0.9%	-$5.29K	0.04%	261
2025 Q4	$531K	Sell	3,708 -35	-0.9%	-$4.99K	0.04%	259
2025 Q3	$534K	Sell	3,743 -185	-5%	-$25.6K	0.04%	221
2025 Q2	$528K	Sell	3,928 -294	-7%	-$36.3K	0.04%	213
2025 Q1	$488K	Sell	4,222 -436	-9%	-$50.7K	0.05%	211
2024 Q4	$533K	Buy	4,658 +109	+2%	+$13.1K	0.05%	192
2024 Q3	$573K	Hold	4,549	–	–	0.05%	185
2024 Q2	$534K	Buy	4,549 +110	+2%	+$12.9K	0.06%	187
2024 Q1	$519K	Sell	4,439 -1,000	-18%	-$113K	0.06%	187
2023 Q4	$626K	Sell	5,439 -2,468	-31%	-$265K	0.07%	157
2023 Q3	$840K	Sell	7,907 -1,173	-13%	-$130K	0.11%	124
2023 Q2	$1M	Sell	9,080 -45	-0.5%	-$4.96K	0.12%	116
2023 Q1	$997K	Buy	9,125 +125	+1%	+$13.6K	0.13%	116
2022 Q4	$925K	Sell	9,000 -2,625	-23%	-$264K	0.14%	116
2022 Q3	$1.08M	Buy	11,625 +2,855	+33%	+$297K	0.18%	100
2022 Q2	$905K	Buy	8,770 +6,515	+289%	+$739K	0.15%	115
2022 Q1	$279K	Buy	2,255 +670	+42%	+$84.1K	0.04%	234
2021 Q4	$212K	Buy	+1,585	New	+$214K	0.03%	254
2020 Q1	–	Sell	-3,690	Closed	-$410K	–	200
2019 Q4	$410K	Hold	3,690	–	–	0.15%	122
2019 Q3	$376K	Sell	3,690 -4,015	-52%	-$412K	0.16%	120
2019 Q2	$811K	Hold	7,705	–	–	0.34%	82
2019 Q1	$802K	Buy	7,705 +15	+0.2%	+$1.53K	0.36%	83
2018 Q4	$728K	Buy	+7,690	New	+$780K	0.39%	81

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7% in Q2 2026, selling an estimated $40.3K and leaving 3,416 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #273.

Pinnacle Wealth Management Advisory Group first reported a position in VSS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.08M in Q3 2022. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,416 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $527K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 257 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $40.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #273 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 24 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.08M in Q3 2022.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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