Pinnacle Wealth Planning Services’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$470K	Sell	1,573 -120	-7%	-$37.5K	0.05%	228
2025 Q4	$533K	Buy	1,693 +34	+2%	+$10.6K	0.06%	203
2025 Q3	$511K	Hold	1,659	–	–	0.06%	208
2025 Q2	$473K	Hold	1,659	–	–	0.06%	204
2025 Q1	$426K	Buy	1,659 +113	+7%	+$30.6K	0.06%	189
2024 Q4	$417K	Buy	+1,546	New	+$419K	0.06%	185

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Large-Cap ETF (VV) stake by 7.1% in Q1 2026, selling an estimated $37.5K and leaving 1,573 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #228.

Pinnacle Wealth Planning Services first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Pinnacle Wealth Planning Services held 1,573 shares of Vanguard Large-Cap ETF worth $470K as of Q1 2026.
Pinnacle Wealth Planning Services sold 120 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $37.5K.
Vanguard Large-Cap ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #228 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Vanguard Large-Cap ETF position peaked at $533K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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