Pinnacle Bancorp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pinnacle Bancorp’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$184K	Hold	1,185	–	–	0.05%	262
2026 Q2	$187K	Sell	1,185 -29	-2%	-$4.53K	0.05%	257
2026 Q1	$180K	Sell	1,214 -20	-2%	-$3.01K	0.05%	248
2025 Q4	$177K	Sell	1,234 -30	-2%	-$4.27K	0.05%	252
2025 Q3	$178K	Hold	1,264	–	–	0.05%	248
2025 Q2	$169K	Sell	1,264 -107	-8%	-$13.6K	0.05%	248
2025 Q1	$177K	Hold	1,371	–	–	0.06%	235
2024 Q4	$175K	Hold	1,371	–	–	0.06%	234
2024 Q3	$176K	Sell	1,371 -55	-4%	-$6.79K	0.05%	230
2024 Q2	$169K	Sell	1,426 -112	-7%	-$13.3K	0.05%	223
2024 Q1	$186K	Hold	1,538	–	–	0.06%	210
2023 Q4	$172K	Hold	1,538	–	–	0.06%	211
2023 Q3	$159K	Hold	1,538	–	–	0.06%	205
2023 Q2	$163K	Sell	1,538 -358	-19%	-$37.6K	0.06%	208
2023 Q1	$200K	Hold	1,896	–	–	0.07%	193
2022 Q4	$205K	Hold	1,896	–	–	0.08%	182
2022 Q3	$180K	Hold	1,896	–	–	0.08%	184
2022 Q2	$193K	Hold	1,896	–	–	0.08%	173
2022 Q1	$213K	Hold	1,896	–	–	0.07%	169
2021 Q4	$213K	Hold	1,896	–	–	0.08%	169
2021 Q3	$196K	Hold	1,896	–	–	0.08%	167
2021 Q2	$199K	Hold	1,896	–	–	0.09%	165
2021 Q1	$192K	Hold	1,896	–	–	0.09%	162
2020 Q4	$174K	Buy	1,896 +1,074	+131%	+$93.3K	0.11%	161
2020 Q3	$67K	Hold	822	–	–	0.05%	269
2020 Q2	$65K	Hold	822	–	–	0.05%	257
2020 Q1	$58K	Hold	822	–	–	0.05%	243
2019 Q4	$77K	Sell	822 -28	-3%	-$2.54K	0.05%	240
2019 Q3	$75K	Hold	850	–	–	0.04%	241
2019 Q2	$74K	Hold	850	–	–	0.04%	245
2019 Q1	$73K	Hold	850	–	–	0.04%	247
2018 Q4	$66K	Buy	+850	New	+$70.9K	0.04%	246
2017 Q1	$81K	Buy	+1,040	New	+$80.3K	0.06%	216

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Pinnacle Bancorp's VYM Position: Q3 2026 in Review

Pinnacle Bancorp held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 1,185 shares worth $184K. The position accounts for 0.05% of the portfolio, ranked #262.

Pinnacle Bancorp first reported a position in VYM in Q1 2017 and has held it in 33 quarters since. The position peaked at $213K in Q1 2022. 798 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Pinnacle Bancorp held 1,185 shares of Vanguard High Dividend Yield ETF worth $184K as of Q3 2026.
Pinnacle Bancorp left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q3 2026, its #262 holding.
Pinnacle Bancorp first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Vanguard High Dividend Yield ETF position peaked at $213K in Q1 2022.
798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

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