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 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 $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Total World Stock ETF (VT) stake by 6.3% in Q1 2026, selling an estimated $44.9K and leaving 4,678 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #171.

Pinnacle Wealth Planning Services first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $704K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Pinnacle Wealth Planning Services held 4,678 shares of Vanguard Total World Stock ETF worth $647K as of Q1 2026.
Pinnacle Wealth Planning Services sold 312 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $44.9K.
Vanguard Total World Stock ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #171 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Vanguard Total World Stock ETF position peaked at $704K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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