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 Q3	$209K	Buy	593 +15	+3%	+$5.25K	0.06%	246
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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Pinnacle Bancorp's VV Position: Q3 2026 in Review

Pinnacle Bancorp increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q3 2026, buying an estimated $5.25K and bringing the position to 593 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #246.

Pinnacle Bancorp first reported a position in VV in Q1 2017 and has held it in 33 quarters since. The position peaked at $471K in Q4 2021. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Pinnacle Bancorp held 593 shares of Vanguard Morningstar Large-Cap ETF worth $209K as of Q3 2026.
Pinnacle Bancorp bought 15 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $5.25K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Pinnacle Bancorp's portfolio in Q3 2026, its #246 holding.
Pinnacle Bancorp first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Vanguard Morningstar Large-Cap ETF position peaked at $471K in Q4 2021.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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