Pinnacle Bancorp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Pinnacle Bancorp’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Hold	1,105	–	–	0.04%	292
2026 Q1	$126K	Hold	1,105	–	–	0.04%	298
2025 Q4	$124K	Hold	1,105	–	–	0.04%	297
2025 Q3	$122K	Hold	1,105	–	–	0.04%	302
2025 Q2	$116K	Hold	1,105	–	–	0.04%	302
2025 Q1	$109K	Hold	1,105	–	–	0.04%	302
2024 Q4	$117K	Sell	1,105 -12	-1%	-$1.3K	0.04%	294
2024 Q3	$118K	Buy	1,117 +50	+5%	+$5.11K	0.03%	283
2024 Q2	$106K	Buy	+1,067	New	+$106K	0.03%	270
2022 Q1	–	Sell	-28	Closed	-$3K	–	768
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	684
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	700
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	682
2021 Q1	$2K	Buy	+28	New	+$2.37K	﹤0.01%	698

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Bancorp's IVOO Position: Q2 2026 in Review

Pinnacle Bancorp held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,105 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #292.

Pinnacle Bancorp first reported a position in IVOO in Q1 2021 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Pinnacle Bancorp held 1,105 shares of Vanguard S&P Mid-Cap 400 ETF worth $144K as of Q2 2026.
Pinnacle Bancorp left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q2 2026, its #292 holding.
Pinnacle Bancorp first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2021 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.