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Pinnacle Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Financial Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Buy
6,153
+196
+3% +$66.8K 0.55% 42
2026
Q1 		$1.8M Buy
5,957
+255
+4% +$80.1K 0.49% 43
2025
Q4 		$1.72M Buy
5,702
+123
+2% +$37.1K 0.5% 41
2025
Q3 		$1.66M Buy
5,579
+496
+10% +$143K 0.5% 40
2025
Q2 		$1.41M Sell
5,083
-203
-4% -$52.3K 0.47% 39
2025
Q1 		$1.33M Sell
5,286
-41
-0.8% -$11.4K 0.48% 37
2024
Q4 		$1.49M Sell
5,327
-22
-0.4% -$6.22K 0.58% 31
2024
Q3 		$1.43M Buy
5,349
+526
+11% +$135K 0.56% 31
2024
Q2 		$1.21M Buy
4,823
+69
+1% +$17.2K 0.52% 32
2024
Q1 		$1.24M Buy
4,754
+140
+3% +$34.4K 0.54% 32
2023
Q4 		$1.12M Buy
4,614
+23
+0.5% +$4.99K 0.57% 31
2023
Q3 		$983K Buy
4,591
+211
+5% +$48K 0.59% 30
2023
Q2 		$1.01M Buy
4,380
+124
+3% +$27K 0.57% 30
2023
Q1 		$921K Buy
4,256
+718
+20% +$155K 0.55% 30
2022
Q4 		$709K Buy
+3,538
New +$724K 0.5% 31

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pinnacle Financial Group's VBK Position: Q2 2026 in Review

Pinnacle Financial Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.3% in Q2 2026, buying an estimated $66.8K and bringing the position to 6,153 shares worth $2.25M. The position accounts for 0.55% of the portfolio, ranked #42.

Pinnacle Financial Group first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pinnacle Financial Group held 6,153 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.25M as of Q2 2026.
  • Pinnacle Financial Group bought 196 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $66.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.55% of Pinnacle Financial Group's portfolio in Q2 2026, its #42 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.