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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
Q2 		$567K Sell
1,549
-29
-2% -$9.88K 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% +$9.73K 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% -$6.49K 0.1% 148
2022
Q4 		$266K Buy
1,325
+23
+2% +$4.71K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pinnacle Bancorp's VBK Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.8% in Q2 2026, selling an estimated $9.88K and leaving 1,549 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #130.

Pinnacle Bancorp first reported a position in VBK in Q1 2017 and has held it in 32 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pinnacle Bancorp held 1,549 shares of Vanguard Morningstar Small-Cap Growth ETF worth $567K as of Q2 2026.
  • Pinnacle Bancorp sold 29 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $9.88K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q2 2026, its #130 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and has held it in 32 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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