Pinnacle Wealth Management Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.89M	Sell	127,450 -7,554	-6%	-$423K	0.47%	46
2025 Q4	$7.26M	Sell	135,004 -190	-0.1%	-$10.3K	0.5%	45
2025 Q3	$7.32M	Sell	135,194 -97	-0.1%	-$5K	0.55%	41
2025 Q2	$6.69M	Buy	135,291 +3,620	+3%	+$168K	0.56%	42
2025 Q1	$5.96M	Buy	131,671 +4,823	+4%	+$217K	0.56%	44
2024 Q4	$5.59M	Buy	126,848 +3,489	+3%	+$162K	0.52%	46
2024 Q3	$5.9M	Sell	123,359 -2,734	-2%	-$122K	0.56%	42
2024 Q2	$5.52M	Sell	126,093 -869	-0.7%	-$37.4K	0.57%	37
2024 Q1	$5.3M	Buy	126,962 +474	+0.4%	+$19.3K	0.57%	40
2023 Q4	$5.2M	Buy	126,488 +19,834	+19%	+$787K	0.61%	40
2023 Q3	$4.18M	Buy	106,654 +3,573	+3%	+$146K	0.54%	44
2023 Q2	$4.19M	Sell	103,081 -10,945	-10%	-$441K	0.52%	48
2023 Q1	$4.61M	Buy	114,026 +11,249	+11%	+$458K	0.62%	42
2022 Q4	$4.01M	Buy	102,777 +9,744	+10%	+$372K	0.6%	44
2022 Q3	$3.4M	Buy	93,033 +13,375	+17%	+$543K	0.56%	48
2022 Q2	$3.32M	Buy	79,658 +60,440	+314%	+$2.61M	0.54%	53
2022 Q1	$887K	Buy	19,218 +10,380	+117%	+$499K	0.13%	130
2021 Q4	$437K	Sell	8,838 -970	-10%	-$48.9K	0.07%	188
2021 Q3	$490K	Buy	9,808 +994	+11%	+$51.4K	0.11%	149
2021 Q2	$479K	Buy	8,814 +36	+0.4%	+$1.92K	0.11%	148
2021 Q1	$457K	Sell	8,778 -107	-1%	-$5.7K	0.13%	128
2020 Q4	$445K	Sell	8,885 -318	-3%	-$14.9K	0.14%	122
2020 Q3	$398K	Sell	9,203 -915	-9%	-$39.8K	0.14%	124
2020 Q2	$401K	Buy	10,118 +290	+3%	+$10.7K	0.15%	119
2020 Q1	$330K	Buy	9,828 +537	+6%	+$21.9K	0.16%	112
2019 Q4	$413K	Hold	9,291	–	–	0.15%	121
2019 Q3	$374K	Hold	9,291	–	–	0.16%	121
2019 Q2	$395K	Buy	9,291 +252	+3%	+$10.6K	0.17%	123
2019 Q1	$384K	Sell	9,039 -75	-0.8%	-$3.09K	0.17%	124
2018 Q4	$347K	Sell	9,114 -18,269	-67%	-$708K	0.19%	119
2018 Q3	$1.12M	Buy	27,383 +1,455	+6%	+$61.2K	0.55%	56
2018 Q2	$1.09M	Hold	25,928	–	–	0.59%	52
2018 Q1	$1.22M	Sell	25,928 -910	-3%	-$43.6K	0.69%	46
2017 Q4	$1.23M	Buy	26,838 +2,725	+11%	+$122K	0.68%	46
2017 Q3	$1.05M	Sell	24,113 -1,810	-7%	-$78.3K	0.61%	53
2017 Q2	$1.06M	Buy	25,923 +2,764	+12%	+$112K	0.65%	54
2017 Q1	$920K	Buy	23,159 +14,974	+183%	+$578K	0.64%	54
2016 Q4	$293K	Sell	8,185 -475	-5%	-$17.4K	0.21%	98
2016 Q3	$326K	Sell	8,660 -285	-3%	-$10.6K	0.25%	91
2016 Q2	$315K	Sell	8,945 -550	-6%	-$18.8K	0.25%	90
2016 Q1	$328K	Buy	9,495 +2,000	+27%	+$62.7K	0.29%	82
2015 Q4	$245K	Sell	7,495 -305	-4%	-$10.5K	0.22%	95
2015 Q3	$258K	Sell	7,800 -32,125	-80%	-$1.17M	0.25%	79
2015 Q2	$1.63M	Buy	+39,925	New	+$1.72M	1.51%	16

Other funds holding VWO

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.6% in Q1 2026, selling an estimated $423K and leaving 127,450 shares worth $6.89M. The position accounts for 0.47% of the portfolio, ranked #46.

Pinnacle Wealth Management Advisory Group first reported a position in VWO in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.32M in Q3 2025. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 127,450 shares of Vanguard FTSE Emerging Markets ETF worth $6.89M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 7,554 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $423K.
Vanguard FTSE Emerging Markets ETF made up 0.47% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #46 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and has held it in 44 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $7.32M in Q3 2025.
2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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