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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
Q2 		$47.4K Buy
465
+164
+54% +$13.1K ﹤0.01% 1304
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 $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's VAC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Marriott Vacations Worldwide (VAC) stake by 54% in Q2 2026, buying an estimated $13.1K and bringing the position to 465 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Pinnacle Wealth Planning Services first reported a position in VAC in Q4 2020 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 465 shares of Marriott Vacations Worldwide worth $47.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 164 Marriott Vacations Worldwide shares in Q2 2026, an estimated $13.1K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1304 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marriott Vacations Worldwide in Q4 2020 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.