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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Pinnacle Bancorp's MGC Position: Q2 2026 in Review

Pinnacle Bancorp held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 2,068 shares worth $566K. The position accounts for 0.15% of the portfolio, ranked #131.

Pinnacle Bancorp first reported a position in MGC in Q1 2017 and has held it in 32 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Pinnacle Bancorp held 2,068 shares of Vanguard Morningstar Mega Cap ETF worth $566K as of Q2 2026.
Pinnacle Bancorp left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q2 2026, its #131 holding.
Pinnacle Bancorp first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and has held it in 32 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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