Pinnacle Wealth Planning Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5M	Sell	4,018 -432	-10%	-$162K	0.15%	90
2026 Q2	$1.65M	Buy	4,450 +392	+10%	+$140K	0.16%	87
2026 Q1	$1.3M	Buy	4,058 +2,075	+105%	+$696K	0.13%	86
2025 Q4	$665K	Sell	1,983 -90	-4%	-$29.9K	0.07%	161
2025 Q3	$680K	Sell	2,073 -126	-6%	-$39.8K	0.08%	152
2025 Q2	$668K	Sell	2,199 -40	-2%	-$11.2K	0.09%	143
2025 Q1	$615K	Buy	2,239 +379	+20%	+$110K	0.09%	136
2024 Q4	$539K	Buy	+1,860	New	+$543K	0.08%	150
2021 Q1	–	Sell	-300	Closed	-$58K	–	1911
2020 Q4	$58K	Buy	+300	New	+$54.8K	0.01%	723
2020 Q3	–	Sell	-11,971	Closed	-$1.87M	–	290
2020 Q2	$1.87M	Hold	11,971	–	–	0.61%	33
2020 Q1	$1.54M	Buy	+11,971	New	+$1.85M	0.73%	27

Other funds holding VTI

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.7% in Q3 2026, selling an estimated $162K and leaving 4,018 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #90.

Pinnacle Wealth Planning Services first reported a position in VTI in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.87M in Q2 2020. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Pinnacle Wealth Planning Services held 4,018 shares of Vanguard Morningstar Total Stock Market ETF worth $1.5M as of Q3 2026.
Pinnacle Wealth Planning Services sold 432 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $162K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #90 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.87M in Q2 2020.
2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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