Pinnacle Wealth Planning Services’s Vanguard Morningstar 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 Q2	$528K	Sell	1,537 -36	-2%	-$12K	0.05%	217
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $12K and leaving 1,537 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #217.

Pinnacle Wealth Planning Services first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $533K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pinnacle Wealth Planning Services held 1,537 shares of Vanguard Morningstar Large-Cap ETF worth $528K as of Q2 2026.
Pinnacle Wealth Planning Services sold 36 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $12K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #217 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Vanguard Morningstar Large-Cap ETF position peaked at $533K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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