Pinnacle Bancorp’s Vanguard Morningstar 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 Q3	$1.2M	Sell	15,255 -321	-2%	-$26.1K	0.32%	57
2026 Q2	$1.25M	Buy	15,576 +764	+5%	+$59.2K	0.33%	56
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%	+$9.5K	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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Pinnacle Bancorp's VO Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.1% in Q3 2026, selling an estimated $26.1K and leaving 15,255 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #57.

Pinnacle Bancorp first reported a position in VO in Q1 2017 and has held it in 33 quarters since. The position peaked at $1.25M in Q2 2026. 912 funds tracked by Wall St. Rank hold VO as of Q3 2026.

Pinnacle Bancorp held 15,255 shares of Vanguard Morningstar Mid-Cap ETF worth $1.2M as of Q3 2026.
Pinnacle Bancorp sold 321 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $26.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.32% of Pinnacle Bancorp's portfolio in Q3 2026, its #57 holding.
Pinnacle Bancorp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Vanguard Morningstar Mid-Cap ETF position peaked at $1.25M in Q2 2026.
912 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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