PWPS
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Pinnacle Wealth Planning Services’s Vesta Real Estate VTMX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VTMX Stock Details VTMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96K Hold
57
– – ﹤0.01% 2484
2026
Q1 		$1.9K Hold
57
– – ﹤0.01% 2453
2025
Q4 		$1.74K Buy
+57
New +$1.69K ﹤0.01% 2506

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Vesta Real Estate (VTMX) position steady in Q2 2026 at 57 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Pinnacle Wealth Planning Services first reported a position in VTMX in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 57 shares of Vesta Real Estate worth $1.96K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Vesta Real Estate share count unchanged in Q2 2026.
  • Vesta Real Estate made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2484 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vesta Real Estate in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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