Pinnacle Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Financial Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.86M	Sell	27,228 -241	-0.9%	-$53.7K	1.61%	18
2025 Q4	$6.04M	Sell	27,469 -293	-1%	-$64K	1.75%	15
2025 Q3	$5.99M	Sell	27,762 -185	-0.7%	-$38.8K	1.81%	16
2025 Q2	$5.72M	Sell	27,947 -193	-0.7%	-$37.4K	1.91%	15
2025 Q1	$5.46M	Buy	28,140 +56	+0.2%	+$11.1K	1.98%	15
2024 Q4	$5.5M	Sell	28,084 -126	-0.4%	-$25.2K	2.15%	15
2024 Q3	$5.59M	Buy	28,210 +347	+1%	+$66.1K	2.19%	15
2024 Q2	$5.09M	Sell	27,863 -20	-0.1%	-$3.6K	2.18%	14
2024 Q1	$5.09M	Buy	27,883 +648	+2%	+$114K	2.24%	14
2023 Q4	$4.64M	Buy	27,235 +412	+2%	+$66.3K	2.38%	14
2023 Q3	$4.17M	Buy	26,823 +127	+0.5%	+$20.6K	2.48%	14
2023 Q2	$4.34M	Buy	26,696 +41	+0.2%	+$6.42K	2.46%	14
2023 Q1	$4.11M	Buy	26,655 +1,070	+4%	+$164K	2.45%	14
2022 Q4	$3.89M	Buy	25,585 +44	+0.2%	+$6.56K	2.75%	12
2022 Q3	$3.45M	Buy	25,541 +337	+1%	+$50.1K	2.99%	10
2022 Q2	$3.62M	Buy	25,204 +1,849	+8%	+$281K	3.08%	9
2022 Q1	$3.79M	Sell	23,355 -888	-4%	-$143K	3.07%	9
2021 Q4	$4.16M	Buy	+24,243	New	+$4M	3.22%	9

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Financial Group's VIG Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q1 2026, selling an estimated $53.7K and leaving 27,228 shares worth $5.86M. The position accounts for 1.61% of the portfolio, ranked #18.

Pinnacle Financial Group first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.04M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Pinnacle Financial Group held 27,228 shares of Vanguard Dividend Appreciation ETF worth $5.86M as of Q1 2026.
Pinnacle Financial Group sold 241 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $53.7K.
Vanguard Dividend Appreciation ETF made up 1.61% of Pinnacle Financial Group's portfolio in Q1 2026, its #18 holding.
Pinnacle Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's Vanguard Dividend Appreciation ETF position peaked at $6.04M in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.