VMBS β€” VANGUARD SCOTTSDALE FDS

Ownership history in Pinnacle Wealth Management Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Pinnacle Wealth Management Group, Inc. reported VANGUARD SCOTTSDALE FDS (VMBS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 5.21% in 2025 Q1. The latest visible filing shows VMBS at 3.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Wealth Management Group, Inc.'s position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VMBS was reported at 3.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Wealth Management Group, Inc. held VMBS β€” position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 157,588 -22,786 -12.6% 3.63% $7.4M 2026-04-14 $47.22
2025 Q4 ADDED 180,374 +3,928 +2.2% 4.24% $8.5M 2026-01-23 $46.70
2025 Q3 ADDED 176,446 +7,998 +4.7% 4.25% $8.3M 2025-10-08 $46.00
2025 Q2 ADDED 168,448 +7,066 +4.4% 4.48% $7.8M 2025-07-31 $44.62
2025 Q1 ADDED 161,382 +6,824 +4.4% 5.21% $7.5M 2025-04-11 $43.32
2024 Q4 ADDED 154,558 +12,440 +8.8% 4.36% $7.0M 2025-01-13 $42.37
2024 Q3 INITIATED 142,118 β€” β€” 4.23% $6.7M 2024-10-10 $43.60

FAQ About Pinnacle Wealth Management Group, Inc. and VMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Wealth Management Group, Inc. reported owning VMBS?

Pinnacle Wealth Management Group, Inc. reported VMBS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VMBS position in Pinnacle Wealth Management Group, Inc.'s portfolio?

The largest reported portfolio weight for VMBS was 5.21% in 2025 Q1.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2026 Q1, when Pinnacle Wealth Management Group, Inc. reported 157,588 shares, equal to 3.63% of portfolio, with an estimated market value of $7.4M.

What does the chart on this VMBS ownership page compare?

The chart compares Pinnacle Wealth Management Group, Inc.'s quarterly VMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Pinnacle Wealth Management Group, Inc. Holdings