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Pinnacle Bancorp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Pinnacle Bancorp’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Hold
578
– – 0.05% 253
2026
Q1 		$173K Sell
578
-25
-4% -$7.82K 0.05% 252
2025
Q4 		$190K Sell
603
-2
-0.3% -$625 0.06% 242
2025
Q3 		$186K Sell
605
-2
-0.3% -$592 0.06% 243
2025
Q2 		$173K Sell
607
-64
-10% -$16.9K 0.05% 243
2025
Q1 		$172K Buy
671
+57
+9% +$15.4K 0.06% 241
2024
Q4 		$166K Sell
614
-15
-2% -$4.06K 0.05% 240
2024
Q3 		$166K Sell
629
-3
-0.5% -$761 0.04% 236
2024
Q2 		$158K Hold
632
– – 0.05% 229
2024
Q1 		$152K Hold
632
– – 0.04% 232
2023
Q4 		$138K Sell
632
-2
-0.3% -$409 0.05% 234
2023
Q3 		$124K Hold
634
– – 0.04% 229
2023
Q2 		$129K Hold
634
– – 0.04% 232
2023
Q1 		$118K Buy
634
+5
+0.8% +$910 0.04% 235
2022
Q4 		$110K Sell
629
-1
-0.2% -$175 0.04% 236
2022
Q3 		$103K Hold
630
– – 0.04% 231
2022
Q2 		$109K Buy
630
+477
+312% +$89.5K 0.04% 225
2022
Q1 		$32K Sell
153
-1,980
-93% -$407K 0.01% 403
2021
Q4 		$471K Sell
2,133
-9
-0.4% -$1.93K 0.17% 92
2021
Q3 		$430K Buy
2,142
+1,980
+1,222% +$409K 0.17% 94
2021
Q2 		$33K Hold
162
– – 0.02% 417
2021
Q1 		$30K Buy
162
+2
+1% +$362 0.01% 421
2020
Q4 		$28K Buy
160
+8
+5% +$1.33K 0.02% 420
2020
Q3 		$24K Hold
152
– – 0.02% 419
2020
Q2 		$22K Hold
152
– – 0.02% 409
2020
Q1 		$18K Sell
152
-1,501
-91% -$211K 0.02% 410
2019
Q4 		$244K Hold
1,653
– – 0.17% 117
2019
Q3 		$225K Hold
1,653
– – 0.13% 120
2019
Q2 		$223K Hold
1,653
– – 0.13% 123
2019
Q1 		$215K Hold
1,653
– – 0.12% 124
2018
Q4 		$190K Buy
+1,653
New +$205K 0.12% 128
2017
Q1 		$149K Buy
+1,497
New +$160K 0.11% 140

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Bancorp's VV Position: Q2 2026 in Review

Pinnacle Bancorp held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 578 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #253.

Pinnacle Bancorp first reported a position in VV in Q1 2017 and has held it in 32 quarters since. The position peaked at $471K in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pinnacle Bancorp held 578 shares of Vanguard Morningstar Large-Cap ETF worth $199K as of Q2 2026.
  • Pinnacle Bancorp left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q2 2026, its #253 holding.
  • Pinnacle Bancorp first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's Vanguard Morningstar Large-Cap ETF position peaked at $471K in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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