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 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%	+$9.64K	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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q2 2026, selling an estimated $12.1K and leaving 4,599 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #164.

Pinnacle Wealth Planning Services first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Pinnacle Wealth Planning Services held 4,599 shares of Vanguard Total World Stock ETF worth $722K as of Q2 2026.
Pinnacle Wealth Planning Services sold 79 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $12.1K.
Vanguard Total World Stock ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #164 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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