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Pinnacle Wealth Planning Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
547
+8
+1% +$2.73K 0.02% 523
2026
Q1 		$163K Buy
539
+53
+11% +$16.7K 0.02% 554
2025
Q4 		$147K Buy
+486
New +$147K 0.02% 598
2021
Q1 		– Sell
-70
Closed -$19K – 1869
2020
Q4 		$19K Buy
+70
New +$16.9K ﹤0.01% 1178

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.5% in Q2 2026, buying an estimated $2.73K and bringing the position to 547 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #523.

Pinnacle Wealth Planning Services first reported a position in VBK in Q4 2020 and has held it in 4 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 547 shares of Vanguard Morningstar Small-Cap Growth ETF worth $200K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.73K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #523 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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