Pinnacle Wealth Planning Services, Inc. Vanguard Small Cap ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,667 shares of VB stock, worth $916,053. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,667
Previous 3,670
0.08%
Holding current value
$916,053
Previous $869,000
7.25%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio