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Pinnacle Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Pinnacle Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.54M Buy
77,184
+5,300
+7% +$394K 1.52% 20
2025
Q4 		$5.22M Buy
71,884
+2,636
+4% +$192K 1.51% 19
2025
Q3 		$5.09M Buy
69,248
+4,360
+7% +$313K 1.54% 19
2025
Q2 		$4.54M Sell
64,888
-312
-0.5% -$20.5K 1.52% 19
2025
Q1 		$4.22M Buy
65,200
+9,444
+17% +$634K 1.53% 19
2024
Q4 		$3.68M Buy
55,756
+7,796
+16% +$529K 1.44% 20
2024
Q3 		$3.16M Buy
47,960
+3,724
+8% +$234K 1.24% 22
2024
Q2 		$2.68M Buy
44,236
+3,316
+8% +$202K 1.15% 23
2024
Q1 		$2.56M Buy
40,920
+1,416
+4% +$83.7K 1.12% 25
2023
Q4 		$2.3M Buy
39,504
+1,712
+5% +$91.5K 1.18% 23
2023
Q3 		$1.97M Sell
37,792
-224
-0.6% -$12.3K 1.17% 24
2023
Q2 		$2.09M Buy
38,016
+2,728
+8% +$143K 1.19% 25
2023
Q1 		$1.86M Buy
35,288
+1,056
+3% +$56.2K 1.11% 25
2022
Q4 		$1.74M Buy
34,232
+916
+3% +$46.7K 1.23% 23
2022
Q3 		$1.57M Buy
33,316
+1,440
+5% +$75.3K 1.36% 19
2022
Q2 		$1.57M Buy
31,876
+3,228
+11% +$174K 1.34% 19
2022
Q1 		$1.7M Sell
28,648
-1,168
-4% -$68.5K 1.38% 18
2021
Q4 		$1.9M Buy
+29,816
New +$1.87M 1.47% 19

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard Mid-Cap ETF (VO) stake by 7.4% in Q1 2026, buying an estimated $394K and bringing the position to 77,184 shares worth $5.54M. The position accounts for 1.52% of the portfolio, ranked #20.

Pinnacle Financial Group first reported a position in VO in Q4 2021 and has held it in 18 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Pinnacle Financial Group held 77,184 shares of Vanguard Mid-Cap ETF worth $5.54M as of Q1 2026.
  • Pinnacle Financial Group bought 5,300 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $394K.
  • Vanguard Mid-Cap ETF made up 1.52% of Pinnacle Financial Group's portfolio in Q1 2026, its #20 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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