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 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%	-$11.3K	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

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Pinnacle Wealth Planning Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.7% in Q2 2026, buying an estimated $140K and bringing the position to 4,450 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #87.

Pinnacle Wealth Planning Services first reported a position in VTI in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.87M in Q2 2020. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pinnacle Wealth Planning Services held 4,450 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q2 2026.
Pinnacle Wealth Planning Services bought 392 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $140K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #87 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.87M in Q2 2020.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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