Pinnacle Wealth Management Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.72M | Sell |
22,444
-500
| -2% | -$167K | 0.46% | 52 |
|
|
2026
Q1 | $6.86M | Hold |
22,944
| – | – | 0.47% | 47 |
|
|
2025
Q4 | $7.22M | Sell |
22,944
-175
| -0.8% | -$54.6K | 0.5% | 46 |
|
|
2025
Q3 | $7.12M | Buy |
23,119
+15
| +0.1% | +$4.44K | 0.53% | 45 |
|
|
2025
Q2 | $6.59M | Sell |
23,104
-15
| -0.1% | -$3.95K | 0.55% | 43 |
|
|
2025
Q1 | $5.94M | Sell |
23,119
-20
| -0.1% | -$5.42K | 0.55% | 45 |
|
|
2024
Q4 | $6.24M | Buy |
23,139
+1,341
| +6% | +$363K | 0.58% | 41 |
|
|
2024
Q3 | $5.74M | Sell |
21,798
-15
| -0.1% | -$3.81K | 0.55% | 44 |
|
|
2024
Q2 | $5.44M | Buy |
21,813
+350
| +2% | +$84.1K | 0.56% | 39 |
|
|
2024
Q1 | $5.15M | Buy |
21,463
+50
| +0.2% | +$11.4K | 0.55% | 46 |
|
|
2023
Q4 | $4.67M | Sell |
21,413
-315
| -1% | -$64.4K | 0.55% | 45 |
|
|
2023
Q3 | $4.25M | Sell |
21,728
-75
| -0.3% | -$15.3K | 0.55% | 43 |
|
|
2023
Q2 | $4.42M | Sell |
21,803
-50
| -0.2% | -$9.58K | 0.55% | 44 |
|
|
2023
Q1 | $4.08M | Buy |
21,853
+75
| +0.3% | +$13.7K | 0.55% | 49 |
|
|
2022
Q4 | $3.79M | Sell |
21,778
-75
| -0.3% | -$13.2K | 0.57% | 46 |
|
|
2022
Q3 | $3.57M | Buy |
21,853
+108
| +0.5% | +$19.6K | 0.59% | 46 |
|
|
2022
Q2 | $3.75M | Sell |
21,745
-33,348
| -61% | -$6.26M | 0.6% | 46 |
|
|
2022
Q1 | $11.5M | Buy |
55,093
+31,585
| +134% | +$6.49M | 1.66% | 14 |
|
|
2021
Q4 | $5.2M | Sell |
23,508
-3,600
| -13% | -$772K | 0.85% | 29 |
|
|
2021
Q3 | $5.45M | Sell |
27,108
-2,000
| -7% | -$413K | 1.27% | 22 |
|
|
2021
Q2 | $5.84M | Sell |
29,108
-1,185
| -4% | -$231K | 1.37% | 20 |
|
|
2021
Q1 | $5.61M | Sell |
30,293
-6,825
| -18% | -$1.24M | 1.58% | 19 |
|
|
2020
Q4 | $6.52M | Sell |
37,118
-612
| -2% | -$102K | 1.99% | 13 |
|
|
2020
Q3 | $5.9M | Hold |
37,730
| – | – | 2.05% | 12 |
|
|
2020
Q2 | $5.39M | Sell |
37,730
-865
| -2% | -$117K | 2% | 13 |
|
|
2020
Q1 | $4.57M | Sell |
38,595
-735
| -2% | -$103K | 2.22% | 12 |
|
|
2019
Q4 | $5.82M | Sell |
39,330
-1,650
| -4% | -$233K | 2.17% | 9 |
|
|
2019
Q3 | $5.59M | Sell |
40,980
-350
| -0.8% | -$47.5K | 2.34% | 7 |
|
|
2019
Q2 | $5.57M | Buy |
41,330
+410
| +1% | +$54.2K | 2.37% | 6 |
|
|
2019
Q1 | $5.31M | Buy |
40,920
+1,125
| +3% | +$141K | 2.4% | 7 |
|
|
2018
Q4 | $4.57M | Buy |
39,795
+13,375
| +51% | +$1.66M | 2.48% | 6 |
|
|
2018
Q3 | $3.53M | Buy |
26,420
+1,385
| +6% | +$181K | 1.74% | 12 |
|
|
2018
Q2 | $3.12M | Buy |
25,035
+100
| +0.4% | +$12.4K | 1.68% | 15 |
|
|
2018
Q1 | $3.02M | Sell |
24,935
-1,885
| -7% | -$237K | 1.71% | 14 |
|
|
2017
Q4 | $3.29M | Buy |
26,820
+1,000
| +4% | +$119K | 1.82% | 11 |
|
|
2017
Q3 | $2.98M | Sell |
25,820
-435
| -2% | -$49.3K | 1.73% | 12 |
|
|
2017
Q2 | $2.92M | Sell |
26,255
-5,295
| -17% | -$582K | 1.8% | 11 |
|
|
2017
Q1 | $3.41M | Buy |
31,550
+3,225
| +11% | +$344K | 2.36% | 9 |
|
|
2016
Q4 | $2.9M | Buy |
28,325
+2,240
| +9% | +$224K | 2.08% | 9 |
|
|
2016
Q3 | $2.59M | Sell |
26,085
-75
| -0.3% | -$7.43K | 1.96% | 10 |
|
|
2016
Q2 | $2.51M | Buy |
26,160
+4,310
| +20% | +$409K | 1.99% | 11 |
|
|
2016
Q1 | $2.05M | Buy |
21,850
+2,610
| +14% | +$233K | 1.82% | 11 |
|
|
2015
Q4 | $1.8M | Sell |
19,240
-6,235
| -24% | -$587K | 1.64% | 15 |
|
|
2015
Q3 | $2.24M | Buy |
25,475
+9,535
| +60% | +$890K | 2.16% | 10 |
|
|
2015
Q2 | $1.51M | Sell |
15,940
-1,620
| -9% | -$157K | 1.4% | 20 |
|
|
2015
Q1 | $1.67M | Sell |
17,560
-480
| -3% | -$45.6K | 1.5% | 17 |
|
|
2014
Q4 | $1.7M | Buy |
+18,040
| New | +$1.66M | 1.59% | 17 |
|
Other funds holding VV
NMIFOAC
JFGLC
Pinnacle Wealth Management Advisory Group's VV Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.2% in Q2 2026, selling an estimated $167K and leaving 22,444 shares worth $7.72M. The position accounts for 0.46% of the portfolio, ranked #52.
Pinnacle Wealth Management Advisory Group first reported a position in VV in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.5M in Q1 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 22,444 shares of Vanguard Morningstar Large-Cap ETF worth $7.72M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group sold 500 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $167K.
- Vanguard Morningstar Large-Cap ETF made up 0.46% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #52 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 47 quarters since.
- Pinnacle Wealth Management Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $11.5M in Q1 2022.
- 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.