Pinnacle Wealth Planning Services’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$726K	Hold	4,599	–	–	0.07%	165
2026 Q2	$722K	Sell	4,599 -79	-2%	-$12.1K	0.07%	164
2026 Q1	$647K	Sell	4,678 -312	-6%	-$44.9K	0.07%	171
2025 Q4	$704K	Buy	4,990 +69	+1%	+$9.6K	0.07%	148
2025 Q3	$678K	Hold	4,921	–	–	0.08%	154
2025 Q2	$632K	Hold	4,921	–	–	0.08%	153
2025 Q1	$571K	Buy	4,921 +275	+6%	+$32.9K	0.09%	143
2024 Q4	$546K	Buy	+4,646	New	+$558K	0.08%	149

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 4,599 shares worth $726K. The position accounts for 0.07% of the portfolio, ranked #165.

Pinnacle Wealth Planning Services first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Pinnacle Wealth Planning Services held 4,599 shares of Vanguard Total World Stock ETF worth $726K as of Q3 2026.
Pinnacle Wealth Planning Services left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #165 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

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