PWMG
VTI icon

Pinnacle Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Pinnacle Wealth Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Sell
1,964
-158
-7% -$56.5K 0.34% 54
2026
Q1 		$681K Sell
2,122
-26
-1% -$8.72K 0.33% 54
2025
Q4 		$720K Sell
2,148
-70
-3% -$23.3K 0.36% 52
2025
Q3 		$728K Sell
2,218
-10
-0.4% -$3.16K 0.37% 49
2025
Q2 		$677K Buy
2,228
+5
+0.2% +$1.41K 0.39% 49
2025
Q1 		$611K Sell
2,223
-88
-4% -$25.6K 0.43% 45
2024
Q4 		$670K Buy
2,311
+122
+6% +$35.6K 0.42% 48
2024
Q3 		$620K Sell
2,189
-30
-1% -$8.18K 0.39% 54
2024
Q2 		$594K Buy
2,219
+17
+0.8% +$4.4K 0.4% 46
2024
Q1 		$572K Sell
2,202
-212
-9% -$52.4K 0.43% 51
2023
Q4 		$573K Buy
2,414
+12
+0.5% +$2.65K 0.47% 49
2023
Q3 		$510K Sell
2,402
-28
-1% -$6.2K 0.46% 51
2023
Q2 		$535K Buy
2,430
+81
+3% +$16.9K 0.47% 46
2023
Q1 		$479K Sell
2,349
-294
-11% -$58.9K 0.42% 52
2022
Q4 		$505K Buy
2,643
+16
+0.6% +$3.08K 0.45% 51
2022
Q3 		$471K Buy
2,627
+178
+7% +$35.5K 0.42% 53
2022
Q2 		$462K Buy
2,449
+1,049
+75% +$216K 0.39% 57
2022
Q1 		$319K Sell
1,400
-102
-7% -$22.9K 0.24% 93
2021
Q4 		$363K Sell
1,502
-143
-9% -$33.8K 0.27% 83
2021
Q3 		$365K Sell
1,645
-40
-2% -$9.12K 0.27% 86
2021
Q2 		$375K Buy
+1,685
New +$366K 0.27% 93

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Pinnacle Wealth Management Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.4% in Q2 2026, selling an estimated $56.5K and leaving 1,964 shares worth $727K. The position accounts for 0.34% of the portfolio, ranked #54.

Pinnacle Wealth Management Group first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. The position peaked at $728K in Q3 2025. 883 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pinnacle Wealth Management Group held 1,964 shares of Vanguard Total Stock Market ETF worth $727K as of Q2 2026.
  • Pinnacle Wealth Management Group sold 158 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $56.5K.
  • Vanguard Total Stock Market ETF made up 0.34% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #54 holding.
  • Pinnacle Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Vanguard Total Stock Market ETF position peaked at $728K in Q3 2025.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.