Pinnacle Wealth Management Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,935	Closed	-$224K	–	386
2025 Q1	$224K	Sell	1,935 -6,482	-77%	-$776K	0.02%	323
2024 Q4	$989K	Sell	8,417 -8,783	-51%	-$1.05M	0.09%	137
2024 Q3	$2.06M	Hold	17,200	–	–	0.2%	91
2024 Q2	$1.94M	Hold	17,200	–	–	0.2%	92
2024 Q1	$1.9M	Sell	17,200 -587	-3%	-$62.1K	0.2%	93
2023 Q4	$1.83M	Sell	17,787 -410	-2%	-$39.5K	0.21%	89
2023 Q3	$1.7M	Hold	18,197	–	–	0.22%	89
2023 Q2	$1.76M	Hold	18,197	–	–	0.22%	87
2023 Q1	$1.68M	Hold	18,197	–	–	0.23%	87
2022 Q4	$1.57M	Buy	18,197 +14,130	+347%	+$1.21M	0.24%	86
2022 Q3	$321K	Hold	4,067	–	–	0.05%	209
2022 Q2	$347K	Buy	+4,067	New	+$376K	0.06%	207

Other funds holding VT

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VT Position: Q2 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 1,935 shares — an estimated $224K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VT in Q2 2022 and held it in 12 quarters. The position peaked at $2.06M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Pinnacle Wealth Management Advisory Group reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 1,935 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $224K.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 12 quarters.
Pinnacle Wealth Management Advisory Group's Vanguard Total World Stock ETF position peaked at $2.06M in Q3 2024.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.