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Pinnacle Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pinnacle Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.31M Buy
34,212
+1,393
+4% +$324K 2.03% 14
2026
Q1 		$7.13M Buy
32,819
+245
+0.8% +$54.8K 1.95% 15
2025
Q4 		$6.9M Buy
32,574
+836
+3% +$175K 2% 14
2025
Q3 		$6.63M Buy
31,738
+2,230
+8% +$456K 2% 14
2025
Q2 		$5.76M Buy
29,508
+3,260
+12% +$603K 1.93% 14
2025
Q1 		$4.89M Buy
26,248
+3,895
+17% +$769K 1.78% 16
2024
Q4 		$4.43M Buy
22,353
+680
+3% +$140K 1.74% 17
2024
Q3 		$4.35M Buy
21,673
+2,269
+12% +$436K 1.71% 16
2024
Q2 		$3.54M Buy
19,404
+460
+2% +$85K 1.51% 17
2024
Q1 		$3.63M Buy
18,944
+1,166
+7% +$210K 1.6% 18
2023
Q4 		$3.2M Buy
17,778
+897
+5% +$146K 1.64% 16
2023
Q3 		$2.69M Buy
16,881
+205
+1% +$34.3K 1.6% 16
2023
Q2 		$2.76M Buy
16,676
+290
+2% +$45.7K 1.57% 18
2023
Q1 		$2.6M Buy
16,386
+303
+2% +$50.2K 1.55% 18
2022
Q4 		$2.55M Sell
16,083
-22
-0.1% -$3.5K 1.81% 16
2022
Q3 		$2.31M Buy
16,105
+1,010
+7% +$160K 2% 14
2022
Q2 		$2.26M Buy
15,095
+1,952
+15% +$320K 1.93% 12
2022
Q1 		$2.31M Sell
13,143
-1,367
-9% -$238K 1.87% 13
2021
Q4 		$2.6M Buy
+14,510
New +$2.58M 2.01% 12

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4.2% in Q2 2026, buying an estimated $324K and bringing the position to 34,212 shares worth $8.31M. The position accounts for 2.03% of the portfolio, ranked #14.

Pinnacle Financial Group first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Pinnacle Financial Group held 34,212 shares of Vanguard Morningstar Small-Cap Value ETF worth $8.31M as of Q2 2026.
  • Pinnacle Financial Group bought 1,393 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $324K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.03% of Pinnacle Financial Group's portfolio in Q2 2026, its #14 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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