Pinnacle Financial Group
VO icon

Pinnacle Financial Group’s Vanguard Morningstar 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
Q3 		$6.57M Buy
83,763
+3,971
+5% +$323K 1.58% 18
2026
Q2 		$6.43M Buy
79,792
+2,608
+3% +$202K 1.57% 19
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Pinnacle Financial Group's VO Position: Q3 2026 in Review

Pinnacle Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 5% in Q3 2026, buying an estimated $323K and bringing the position to 83,763 shares worth $6.57M. The position accounts for 1.58% of the portfolio, ranked #18.

Pinnacle Financial Group first reported a position in VO in Q4 2021 and has held it in 20 quarters since. 1,970 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Pinnacle Financial Group held 83,763 shares of Vanguard Morningstar Mid-Cap ETF worth $6.57M as of Q3 2026.
  • Pinnacle Financial Group bought 3,971 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $323K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.58% of Pinnacle Financial Group's portfolio in Q3 2026, its #18 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Pinnacle Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.