Pinnacle Bancorp’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pinnacle Bancorp’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$259K	Buy	5,261 +542	+11%	+$26.9K	0.07%	221
2026 Q2	$237K	Hold	4,719	–	–	0.06%	234
2026 Q1	$236K	Buy	4,719 +170	+4%	+$8.45K	0.07%	217
2025 Q4	$225K	Sell	4,549 -5	-0.1%	-$250	0.07%	223
2025 Q3	$231K	Buy	4,554 +180	+4%	+$9.06K	0.07%	221
2025 Q2	$220K	Hold	4,374	–	–	0.07%	219
2025 Q1	$218K	Sell	4,374 -2,400	-35%	-$118K	0.07%	212
2024 Q4	$328K	Buy	6,774 +350	+5%	+$17.1K	0.11%	157
2024 Q3	$317K	Hold	6,424	–	–	0.08%	165
2024 Q2	$312K	Hold	6,424	–	–	0.09%	155
2024 Q1	$308K	Hold	6,424	–	–	0.09%	156
2023 Q4	$305K	Sell	6,424 -62	-1%	-$2.94K	0.1%	147
2023 Q3	$307K	Sell	6,486 -729	-10%	-$34.4K	0.11%	136
2023 Q2	$342K	Sell	7,215 -151	-2%	-$7.2K	0.12%	128
2023 Q1	$352K	Sell	7,366 -583	-7%	-$27.4K	0.13%	123
2022 Q4	$371K	Sell	7,949 -5,374	-40%	-$256K	0.14%	111
2022 Q3	$641K	Sell	13,323 -1,106	-8%	-$54.8K	0.28%	62
2022 Q2	$723K	Sell	14,429 -2,843	-16%	-$144K	0.3%	58
2022 Q1	$884K	Buy	17,272 +4,782	+38%	+$245K	0.31%	54
2021 Q4	$642K	Buy	12,490 +684	+6%	+$35.6K	0.23%	74
2021 Q3	$621K	Buy	11,806 +950	+9%	+$49.8K	0.25%	74
2021 Q2	$569K	Buy	10,856 +2,599	+31%	+$135K	0.26%	76
2021 Q1	$426K	Buy	8,257 +1,554	+23%	+$79.9K	0.21%	87
2020 Q4	$343K	Hold	6,703	–	–	0.21%	100
2020 Q3	$342K	Buy	6,703 +632	+10%	+$32.1K	0.24%	89
2020 Q2	$305K	Sell	6,071 -1,224	-17%	-$60.8K	0.23%	98
2020 Q1	$355K	Buy	7,295 +101	+1%	+$4.96K	0.3%	73
2019 Q4	$355K	Buy	7,194 +10	+0.1%	+$492	0.25%	80
2019 Q3	$352K	Buy	7,184 +81	+1%	+$4K	0.2%	77
2019 Q2	$350K	Buy	7,103 +1,852	+35%	+$90.7K	0.2%	81
2019 Q1	$256K	Buy	5,251 +1,045	+25%	+$50.5K	0.15%	105
2018 Q4	$202K	Buy	+4,206	New	+$202K	0.12%	121
2017 Q1	$233K	Buy	+4,720	New	+$233K	0.16%	91

Other funds holding VTIP

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Pinnacle Bancorp's VTIP Position: Q3 2026 in Review

Pinnacle Bancorp increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 11% in Q3 2026, buying an estimated $26.9K and bringing the position to 5,261 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #221.

Pinnacle Bancorp first reported a position in VTIP in Q1 2017 and has held it in 33 quarters since. The position peaked at $884K in Q1 2022. 270 funds tracked by Wall St. Rank hold VTIP as of Q3 2026.

Pinnacle Bancorp held 5,261 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $259K as of Q3 2026.
Pinnacle Bancorp bought 542 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2026, an estimated $26.9K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Pinnacle Bancorp's portfolio in Q3 2026, its #221 holding.
Pinnacle Bancorp first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $884K in Q1 2022.
270 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2026.

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