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Pinnacle Wealth Planning Services’s Marriott Vacations Worldwide VAC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6K Buy
301
+255
+554% +$15.8K ﹤0.01% 1704
2025
Q4 		$2.65K Buy
+46
New +$2.72K ﹤0.01% 2420
2021
Q1 		– Sell
-111
Closed -$15K – 1867
2020
Q4 		$15K Buy
+111
New +$13.1K ﹤0.01% 1271

Other funds holding VAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's VAC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Marriott Vacations Worldwide (VAC) stake by 554% in Q1 2026, buying an estimated $15.8K and bringing the position to 301 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Pinnacle Wealth Planning Services first reported a position in VAC in Q4 2020 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold VAC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 301 shares of Marriott Vacations Worldwide worth $19.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 255 Marriott Vacations Worldwide shares in Q1 2026, an estimated $15.8K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1704 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marriott Vacations Worldwide in Q4 2020 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.