Pinnacle Bancorp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pinnacle Bancorp’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$703K	Sell	14,853 -9,406	-39%	-$464K	0.19%	101
2026 Q2	$1.23M	Buy	24,259 +452	+2%	+$22.7K	0.32%	58
2026 Q1	$1.19M	Sell	23,807 -75	-0.3%	-$3.79K	0.35%	55
2025 Q4	$1.2M	Buy	23,882 +416	+2%	+$20.9K	0.35%	54
2025 Q3	$1.17M	Sell	23,466 -2,706	-10%	-$133K	0.35%	53
2025 Q2	$1.28M	Sell	26,172 -11,385	-30%	-$556K	0.4%	46
2025 Q1	$1.86M	Sell	37,557 -3,147	-8%	-$157K	0.61%	37
2024 Q4	$2.04M	Buy	40,704 +7,808	+24%	+$395K	0.66%	33
2024 Q3	$1.68M	Buy	32,896 +1,289	+4%	+$65.3K	0.45%	39
2024 Q2	$1.58M	Buy	31,607 +2,862	+10%	+$143K	0.47%	36
2024 Q1	$1.45M	Buy	28,745 +1,509	+6%	+$76.5K	0.43%	39
2023 Q4	$1.39M	Buy	27,236 +3,559	+15%	+$175K	0.46%	39
2023 Q3	$1.14M	Buy	23,677 +2,721	+13%	+$135K	0.4%	42
2023 Q2	$1.05M	Buy	20,956 +7,625	+57%	+$383K	0.36%	45
2023 Q1	$675K	Buy	13,331 +4,444	+50%	+$223K	0.25%	66
2022 Q4	$440K	Buy	8,887 +4,842	+120%	+$237K	0.17%	93
2022 Q3	$195K	Hold	4,045	–	–	0.08%	175
2022 Q2	$2K	Hold	4,045	–	–	﹤0.01%	732
2022 Q1	$2K	Hold	4,045	–	–	﹤0.01%	727
2021 Q4	$222K	Hold	4,045	–	–	0.08%	166
2021 Q3	$222K	Buy	4,045 +1,600	+65%	+$88.5K	0.09%	161
2021 Q2	$135K	Hold	2,445	–	–	0.06%	201
2021 Q1	$134K	Sell	2,445 -100	-4%	-$5.49K	0.06%	196
2020 Q4	$140K	Hold	2,545	–	–	0.09%	181
2020 Q3	$139K	Hold	2,545	–	–	0.1%	162
2020 Q2	$138K	Hold	2,545	–	–	0.1%	166
2020 Q1	$135K	Hold	2,545	–	–	0.12%	154
2019 Q4	$136K	Buy	2,545 +16	+0.6%	+$856	0.09%	178
2019 Q3	$136K	Buy	2,529 +4	+0.2%	+$214	0.08%	174
2019 Q2	$134K	Buy	+2,525	New	+$133K	0.08%	173

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Pinnacle Bancorp's VTEB Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 39% in Q3 2026, selling an estimated $464K and leaving 14,853 shares worth $703K. The position accounts for 0.19% of the portfolio, ranked #101.

Pinnacle Bancorp first reported a position in VTEB in Q2 2019 and has held it in 30 quarters since. The position peaked at $2.04M in Q4 2024. 421 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Pinnacle Bancorp held 14,853 shares of Vanguard Tax-Exempt Bond Index Fund worth $703K as of Q3 2026.
Pinnacle Bancorp sold 9,406 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $464K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Pinnacle Bancorp's portfolio in Q3 2026, its #101 holding.
Pinnacle Bancorp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 30 quarters since.
Pinnacle Bancorp's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.04M in Q4 2024.
421 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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