Pinnacle Wealth Planning Services’s Vanguard Morningstar 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 Q2	$1.1M	Sell	3,614 -29	-0.8%	-$8.31K	0.1%	108
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.8% in Q2 2026, selling an estimated $8.31K and leaving 3,614 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #108.

Pinnacle Wealth Planning Services first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Pinnacle Wealth Planning Services held 3,614 shares of Vanguard Morningstar Small-Cap ETF worth $1.1M as of Q2 2026.
Pinnacle Wealth Planning Services sold 29 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.31K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #108 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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