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Pinnacle Bancorp’s Vanguard Mid-Cap ETF VO Stock Holding History

Pinnacle Bancorp’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Buy
14,812
+1,176
+9% +$87.4K 0.31% 62
2025
Q4 		$989K Buy
13,636
+200
+1% +$14.5K 0.29% 63
2025
Q3 		$987K Sell
13,436
-8
-0.1% -$575 0.29% 62
2025
Q2 		$941K Buy
13,444
+2,920
+28% +$192K 0.29% 63
2025
Q1 		$680K Sell
10,524
-3,912
-27% -$263K 0.22% 82
2024
Q4 		$953K Hold
14,436
– – 0.31% 61
2024
Q3 		$952K Buy
14,436
+404
+3% +$25.4K 0.25% 61
2024
Q2 		$849K Sell
14,032
-220
-2% -$13.4K 0.25% 58
2024
Q1 		$890K Buy
14,252
+688
+5% +$40.7K 0.26% 62
2023
Q4 		$789K Buy
13,564
+400
+3% +$21.4K 0.26% 63
2023
Q3 		$685K Buy
13,164
+128
+1% +$7.02K 0.24% 66
2023
Q2 		$718K Buy
13,036
+364
+3% +$19.1K 0.25% 64
2023
Q1 		$668K Buy
12,672
+5,504
+77% +$293K 0.25% 67
2022
Q4 		$365K Buy
7,168
+176
+3% +$8.96K 0.14% 113
2022
Q3 		$329K Sell
6,992
-320
-4% -$16.7K 0.14% 104
2022
Q2 		$360K Buy
7,312
+1,140
+18% +$61.6K 0.15% 100
2022
Q1 		$367K Sell
6,172
-380
-6% -$22.3K 0.13% 109
2021
Q4 		$417K Buy
6,552
+152
+2% +$9.53K 0.15% 102
2021
Q3 		$379K Buy
6,400
+1,460
+30% +$88.2K 0.15% 107
2021
Q2 		$293K Sell
4,940
-40
-0.8% -$2.32K 0.13% 129
2021
Q1 		$276K Hold
4,980
– – 0.13% 133
2020
Q4 		$257K Buy
4,980
+640
+15% +$31K 0.16% 118
2020
Q3 		$191K Hold
4,340
– – 0.13% 136
2020
Q2 		$178K Buy
4,340
+1,020
+31% +$39.1K 0.13% 147
2020
Q1 		$109K Sell
3,320
-988
-23% -$40.9K 0.09% 176
2019
Q4 		$192K Hold
4,308
– – 0.13% 144
2019
Q3 		$181K Hold
4,308
– – 0.1% 141
2019
Q2 		$180K Hold
4,308
– – 0.1% 142
2019
Q1 		$173K Sell
4,308
-760
-15% -$29.2K 0.1% 149
2018
Q4 		$175K Buy
+5,068
New +$190K 0.11% 136
2017
Q1 		$147K Buy
+4,236
New +$146K 0.1% 143

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pinnacle Bancorp's VO Position: Q1 2026 in Review

Pinnacle Bancorp increased its Vanguard Mid-Cap ETF (VO) stake by 8.6% in Q1 2026, buying an estimated $87.4K and bringing the position to 14,812 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #62.

Pinnacle Bancorp first reported a position in VO in Q1 2017 and has held it in 31 quarters since. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Pinnacle Bancorp held 14,812 shares of Vanguard Mid-Cap ETF worth $1.06M as of Q1 2026.
  • Pinnacle Bancorp bought 1,176 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $87.4K.
  • Vanguard Mid-Cap ETF made up 0.31% of Pinnacle Bancorp's portfolio in Q1 2026, its #62 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and has held it in 31 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.