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Vanguard Value ETF shares owned by Pinnacle Wealth Management Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Pinnacle Wealth Management Group from 13F filings

Historical chart of Pinnacle Wealth Management Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.1k 186.49
2025-06-30 $202k 1.1k 176.74
2023-03-31 $253k 1.8k 138.11
2022-12-31 $257k 1.8k 140.59
2022-09-30 $279k 2.3k 123.34
2022-06-30 $313k 2.4k 131.96
2022-03-31 $351k 2.4k 147.98
2021-12-31 $349k 2.4k 147.13

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
RBB Us Treas 3 Mnth (TBIL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Vaneck Etf Trust Gold Miners Etf (GDX)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF