Pinnacle Bancorp’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Pinnacle Bancorp’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$584K	Hold	2,068	–	–	0.16%	126
2026 Q2	$566K	Hold	2,068	–	–	0.15%	131
2026 Q1	$489K	Hold	2,068	–	–	0.14%	129
2025 Q4	$519K	Hold	2,068	–	–	0.15%	118
2025 Q3	$505K	Hold	2,068	–	–	0.15%	124
2025 Q2	$465K	Hold	2,068	–	–	0.14%	131
2025 Q1	$416K	Hold	2,068	–	–	0.14%	133
2024 Q4	$440K	Hold	2,068	–	–	0.14%	123
2024 Q3	$427K	Buy	2,068 +1,968	+1,968%	+$393K	0.11%	124
2024 Q2	$19.7K	Sell	100 -823	-89%	-$155K	0.01%	557
2024 Q1	$172K	Hold	923	–	–	0.05%	220
2023 Q4	$156K	Hold	923	–	–	0.05%	216
2023 Q3	$140K	Hold	923	–	–	0.05%	218
2023 Q2	$144K	Hold	923	–	–	0.05%	220
2023 Q1	$132K	Hold	923	–	–	0.05%	222
2022 Q4	$122K	Hold	923	–	–	0.05%	225
2022 Q3	$115K	Hold	923	–	–	0.05%	217
2022 Q2	$122K	Hold	923	–	–	0.05%	207
2022 Q1	$147K	Sell	923 -50	-5%	-$7.84K	0.05%	204
2021 Q4	$164K	Hold	973	–	–	0.06%	193
2021 Q3	$148K	Hold	973	–	–	0.06%	192
2021 Q2	$148K	Buy	973 +54	+6%	+$7.99K	0.07%	186
2021 Q1	$129K	Hold	919	–	–	0.06%	200
2020 Q4	$123K	Hold	919	–	–	0.08%	203
2020 Q3	$110K	Hold	919	–	–	0.08%	197
2020 Q2	$101K	Sell	919 -86	-9%	-$8.9K	0.08%	198
2020 Q1	$91K	Hold	1,005	–	–	0.08%	194
2019 Q4	$112K	Buy	1,005 +1	+0.1%	+$107	0.08%	194
2019 Q3	$104K	Hold	1,004	–	–	0.06%	199
2019 Q2	$102K	Hold	1,004	–	–	0.06%	201
2019 Q1	$98K	Sell	1,004 -1	-0.1%	-$94	0.06%	211
2018 Q4	$87K	Buy	+1,005	New	+$93.9K	0.05%	213
2017 Q1	$89K	Buy	+1,105	New	+$87.8K	0.06%	202

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Pinnacle Bancorp's MGC Position: Q3 2026 in Review

Pinnacle Bancorp held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 2,068 shares worth $584K. The position accounts for 0.16% of the portfolio, ranked #126.

Pinnacle Bancorp first reported a position in MGC in Q1 2017 and has held it in 33 quarters since. 142 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Pinnacle Bancorp held 2,068 shares of Vanguard Morningstar Mega Cap ETF worth $584K as of Q3 2026.
Pinnacle Bancorp left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 0.16% of Pinnacle Bancorp's portfolio in Q3 2026, its #126 holding.
Pinnacle Bancorp first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and has held it in 33 quarters since.
142 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.