Pinnacle Bancorp
VBK icon

Pinnacle Bancorp’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Bancorp’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Sell
1,548
-1
-0.1% -$349 0.14% 138
2026
Q2 		$567K Sell
1,549
-29
-2% -$9.9K 0.15% 130
2026
Q1 		$477K Buy
1,578
+90
+6% +$28.3K 0.14% 130
2025
Q4 		$450K Sell
1,488
-63
-4% -$19K 0.13% 135
2025
Q3 		$461K Buy
1,551
+4
+0.3% +$1.16K 0.14% 133
2025
Q2 		$429K Sell
1,547
-34
-2% -$8.76K 0.13% 139
2025
Q1 		$398K Buy
1,581
+68
+4% +$18.8K 0.13% 137
2024
Q4 		$424K Buy
1,513
+149
+11% +$42.1K 0.14% 127
2024
Q3 		$365K Sell
1,364
-2
-0.1% -$512 0.1% 143
2024
Q2 		$342K Buy
1,366
+39
+3% +$9.7K 0.1% 142
2024
Q1 		$346K Sell
1,327
-14
-1% -$3.44K 0.1% 137
2023
Q4 		$324K Sell
1,341
-3
-0.2% -$651 0.11% 138
2023
Q3 		$288K Buy
1,344
+11
+0.8% +$2.5K 0.1% 145
2023
Q2 		$306K Buy
1,333
+38
+3% +$8.27K 0.1% 145
2023
Q1 		$280K Sell
1,295
-30
-2% -$6.48K 0.1% 148
2022
Q4 		$266K Buy
1,325
+23
+2% +$4.7K 0.1% 148
2022
Q3 		$254K Buy
1,302
+29
+2% +$6.22K 0.11% 138
2022
Q2 		$251K Buy
1,273
+848
+200% +$184K 0.1% 141
2022
Q1 		$105K Buy
425
+25
+6% +$6.16K 0.04% 240
2021
Q4 		$113K Hold
400
– – 0.04% 235
2021
Q3 		$112K Sell
400
-65
-14% -$18.6K 0.04% 225
2021
Q2 		$135K Hold
465
– – 0.06% 200
2021
Q1 		$128K Hold
465
– – 0.06% 203
2020
Q4 		$124K Hold
465
– – 0.08% 202
2020
Q3 		$100K Hold
465
– – 0.07% 210
2020
Q2 		$93K Hold
465
– – 0.07% 208
2020
Q1 		$70K Hold
465
– – 0.06% 220
2019
Q4 		$92K Hold
465
– – 0.06% 224
2019
Q3 		$85K Hold
465
– – 0.05% 228
2019
Q2 		$87K Hold
465
– – 0.05% 228
2019
Q1 		$84K Hold
465
– – 0.05% 234
2018
Q4 		$70K Buy
+465
New +$76.7K 0.04% 242
2017
Q1 		$41K Buy
+288
New +$39.9K 0.03% 316

Other funds holding VBK

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AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Pinnacle Bancorp's VBK Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.06% in Q3 2026, selling an estimated $349 and leaving 1,548 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #138.

Pinnacle Bancorp first reported a position in VBK in Q1 2017 and has held it in 33 quarters since. The position peaked at $567K in Q2 2026. 376 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Pinnacle Bancorp held 1,548 shares of Vanguard Morningstar Small-Cap Growth ETF worth $523K as of Q3 2026.
  • Pinnacle Bancorp sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q3 2026, an estimated $349.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Pinnacle Bancorp's portfolio in Q3 2026, its #138 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and has held it in 33 quarters since.
  • Pinnacle Bancorp's Vanguard Morningstar Small-Cap Growth ETF position peaked at $567K in Q2 2026.
  • 376 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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