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Vanguard Value ETF shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Pinnacle Wealth Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $467k 2.4k 196.20
2022-06-30 $281k 2.1k 132.05
2020-12-31 $27k 230 117.39

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ssga Active Tr State Street Dou (EMTL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa-cref Individual & Institutional Services
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF