Pinnacle Wealth Planning Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$241K	Sell	4,066 -185	-4%	-$11K	0.02%	435
2026 Q2	$254K	Sell	4,251 -132	-3%	-$7.76K	0.02%	434
2026 Q1	$237K	Sell	4,383 -43	-1%	-$2.41K	0.02%	419
2025 Q4	$238K	Sell	4,426 -293	-6%	-$15.9K	0.02%	407
2025 Q3	$256K	Buy	4,719 +302	+7%	+$15.6K	0.03%	372
2025 Q2	$218K	Buy	+4,417	New	+$205K	0.03%	395
2024 Q4	–	Sell	-4,368	Closed	-$209K	–	562
2024 Q3	$209K	Buy	+4,368	New	+$194K	0.03%	450
2022 Q4	–	Sell	-24,448	Closed	-$893K	–	494
2022 Q3	$893K	Sell	24,448 -99	-0.4%	-$4.02K	0.17%	86
2022 Q2	$1.02M	Sell	24,547 -15,330	-38%	-$662K	0.18%	84
2022 Q1	$1.84M	Buy	39,877 +34,937	+707%	+$1.68M	0.34%	53
2021 Q4	$244K	Buy	4,940 +65	+1%	+$3.28K	0.05%	306
2021 Q3	$244K	Sell	4,875 -54	-1%	-$2.79K	0.05%	285
2021 Q2	$268K	Hold	4,929	–	–	0.06%	254
2021 Q1	$256K	Sell	4,929 -246	-5%	-$13.1K	0.07%	248
2020 Q4	$260K	Sell	5,175 -42	-0.8%	-$1.97K	0.06%	226
2020 Q3	$226K	Sell	5,217 -168	-3%	-$7.3K	0.07%	214
2020 Q2	$214K	Sell	5,385 -1,115	-17%	-$41.3K	0.07%	213
2020 Q1	$217K	Sell	6,500 -340	-5%	-$13.9K	0.1%	176
2019 Q4	$304K	Sell	6,840 -732	-10%	-$31K	0.14%	149
2019 Q3	$304K	Sell	7,572 -1,361	-15%	-$56.2K	0.17%	124
2019 Q2	$380K	Sell	8,933 -1,198	-12%	-$50.4K	0.23%	85
2019 Q1	$430K	Buy	10,131 +2,107	+26%	+$86.8K	0.29%	67
2018 Q4	$306K	Sell	8,024 -5,502	-41%	-$213K	0.2%	91
2018 Q3	$555K	Sell	13,526 -252	-2%	-$10.6K	0.51%	59
2018 Q2	$581K	Sell	13,778 -202	-1%	-$9.12K	0.56%	53
2018 Q1	$657K	Sell	13,980 -12,982	-48%	-$622K	0.68%	44
2017 Q4	$1.24M	Buy	+26,962	New	+$1.21M	2.52%	8

Other funds holding VWO

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Vanguard Investments Australia Victoria, Australia $42.4B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

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

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

Pinnacle Wealth Planning Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.4% in Q3 2026, selling an estimated $11K and leaving 4,066 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #435.

Pinnacle Wealth Planning Services first reported a position in VWO in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.84M in Q1 2022. 2,365 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

Pinnacle Wealth Planning Services held 4,066 shares of Vanguard FTSE Emerging Markets ETF worth $241K as of Q3 2026.
Pinnacle Wealth Planning Services sold 185 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $11K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #435 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 27 quarters since.
Pinnacle Wealth Planning Services's Vanguard FTSE Emerging Markets ETF position peaked at $1.84M in Q1 2022.
2,365 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

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