Pinnacle Wealth Planning Services’s Vanguard Small-Cap ETF VB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$954K	Buy	3,643 +41	+1%	+$11.1K	0.1%	113
2025 Q4	$929K	Sell	3,602 -65	-2%	-$16.7K	0.1%	108
2025 Q3	$932K	Sell	3,667 -3	-0.1%	-$744	0.11%	108
2025 Q2	$870K	Buy	3,670 +54	+1%	+$12K	0.11%	106
2025 Q1	$802K	Buy	3,616 +168	+5%	+$40.1K	0.12%	98
2024 Q4	$828K	Buy	+3,448	New	+$848K	0.12%	98

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,643 shares worth $954K. The position accounts for 0.1% of the portfolio, ranked #113.

Pinnacle Wealth Planning Services first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Pinnacle Wealth Planning Services held 3,643 shares of Vanguard Small-Cap ETF worth $954K as of Q1 2026.
Pinnacle Wealth Planning Services bought 41 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $11.1K.
Vanguard Small-Cap ETF made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #113 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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