Pinnacle Wealth Planning Services
VAW icon

Pinnacle Wealth Planning Services’s Vanguard Materials ETF VAW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.62K Buy
12
+7
+140% +$1.61K ﹤0.01% 2427
2026
Q2 		$1.14K Hold
5
– – ﹤0.01% 2567
2026
Q1 		$1.13K Hold
5
– – ﹤0.01% 2535
2025
Q4 		$1.04K Buy
+5
New +$1.01K ﹤0.01% 2581

Other funds holding VAW

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's VAW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Materials ETF (VAW) stake by 140% in Q3 2026, buying an estimated $1.61K and bringing the position to 12 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Pinnacle Wealth Planning Services first reported a position in VAW in Q4 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 12 shares of Vanguard Materials ETF worth $2.62K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 7 Vanguard Materials ETF shares in Q3 2026, an estimated $1.61K.
  • Vanguard Materials ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2427 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Materials ETF in Q4 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.