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Vanguard S&p 500 Etf idx shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 11k 527.67
2024-06-30 $5.4M 11k 500.13
2024-03-31 $4.3M 9.0k 480.70
2023-12-31 $3.9M 8.9k 436.80
2023-09-30 $3.5M 8.9k 392.70
2023-06-30 $3.6M 8.9k 407.28
2023-03-31 $3.2M 8.4k 376.07
2022-12-31 $7.6M 22k 351.34
2022-09-30 $12M 37k 328.30
2022-06-30 $3.0M 8.6k 346.84
2022-03-31 $3.5M 8.5k 415.14
2021-12-31 $3.7M 8.4k 436.55
2021-09-30 $3.2M 8.1k 394.35
2021-06-30 $2.7M 6.9k 393.52
2021-03-31 $2.6M 7.2k 364.30
2020-12-31 $2.5M 7.3k 343.63
2020-09-30 $2.2M 7.3k 307.65
2020-06-30 $2.4M 8.4k 283.46
2020-03-31 $1.7M 7.3k 236.89
2019-12-31 $2.1M 7.2k 295.76
2019-09-30 $2.0M 7.2k 272.64
2019-06-30 $1.9M 7.2k 269.16
2019-03-31 $1.9M 7.3k 259.55
2018-12-31 $1.6M 7.2k 229.76
2018-09-30 $1.9M 7.1k 267.06
2018-06-30 $250k 1.0k 250.00
2018-03-31 $242k 1.0k 242.00
2017-12-31 $245k 1.0k 245.00
2017-09-30 $231k 1.0k 231.00
2017-06-30 $222k 1.0k 222.00
2017-03-31 $216k 1.0k 216.00
2016-12-31 $205k 1.0k 205.00

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx