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

Pinnacle Bancorp’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.2K	Hold	572	–	–	0.02%	414
2026 Q1	$58.3K	Sell	572 -6	-1%	-$631	0.02%	424
2025 Q4	$58.4K	Hold	578	–	–	0.02%	412
2025 Q3	$58.2K	Hold	578	–	–	0.02%	418
2025 Q2	$55.2K	Hold	578	–	–	0.02%	415
2025 Q1	$53.2K	Hold	578	–	–	0.02%	409
2024 Q4	$55.2K	Buy	578 +514	+803%	+$50.8K	0.02%	403
2024 Q3	$6.13K	Sell	64 -7	-10%	-$642	﹤0.01%	755
2024 Q2	$6.22K	Sell	71 -5	-7%	-$438	﹤0.01%	729
2024 Q1	$6.9K	Hold	76	–	–	﹤0.01%	703
2023 Q4	$6.63K	Sell	76 -1	-1%	-$79	﹤0.01%	680
2023 Q3	$6K	Sell	77 -8	-9%	-$657	﹤0.01%	677
2023 Q2	$7K	Sell	85 -29	-25%	-$2.26K	﹤0.01%	643
2023 Q1	$8.97K	Hold	114	–	–	﹤0.01%	634
2022 Q4	$9K	Hold	114	–	–	﹤0.01%	589
2022 Q3	$8K	Hold	114	–	–	﹤0.01%	587
2022 Q2	$8K	Hold	114	–	–	﹤0.01%	597
2022 Q1	$10K	Hold	114	–	–	﹤0.01%	577
2021 Q4	$10K	Hold	114	–	–	﹤0.01%	584
2021 Q3	$9K	Hold	114	–	–	﹤0.01%	611
2021 Q2	$9K	Hold	114	–	–	﹤0.01%	610
2021 Q1	$9K	Hold	114	–	–	﹤0.01%	607
2020 Q4	$8K	Hold	114	–	–	﹤0.01%	570
2020 Q3	$6K	Hold	114	–	–	﹤0.01%	575
2020 Q2	$6K	Hold	114	–	–	﹤0.01%	569
2020 Q1	$5K	Buy	+114	New	+$6.53K	﹤0.01%	581
2019 Q3	–	Sell	-32	Closed	-$2K	–	722
2019 Q2	$2K	Hold	32	–	–	﹤0.01%	669
2019 Q1	$2K	Hold	32	–	–	﹤0.01%	664
2018 Q4	$2K	Buy	+32	New	+$1.88K	﹤0.01%	684
2017 Q1	$6K	Buy	+112	New	+$6.31K	﹤0.01%	543

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

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

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Pinnacle Bancorp's IVOV Position: Q2 2026 in Review

Pinnacle Bancorp held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 572 shares worth $65.2K. The position accounts for 0.02% of the portfolio, ranked #414.

Pinnacle Bancorp first reported a position in IVOV in Q1 2017 and has held it in 30 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Pinnacle Bancorp held 572 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $65.2K as of Q2 2026.
Pinnacle Bancorp left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #414 holding.
Pinnacle Bancorp first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 30 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

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