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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
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% -$37.5K 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Bancorp's VYM Position: Q1 2026 in Review

Pinnacle Bancorp reduced its Vanguard High Dividend Yield ETF (VYM) stake by 1.6% in Q1 2026, selling an estimated $3.01K and leaving 1,214 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #248.

Pinnacle Bancorp first reported a position in VYM in Q1 2017 and has held it in 31 quarters since. The position peaked at $213K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Pinnacle Bancorp held 1,214 shares of Vanguard High Dividend Yield ETF worth $180K as of Q1 2026.
  • Pinnacle Bancorp sold 20 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $3.01K.
  • Vanguard High Dividend Yield ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q1 2026, its #248 holding.
  • Pinnacle Bancorp first reported a position in Vanguard High Dividend Yield ETF in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's Vanguard High Dividend Yield ETF position peaked at $213K in Q1 2022.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.