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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.4% in Q2 2026, buying an estimated $202K and bringing the position to 79,792 shares worth $6.43M. The position accounts for 1.57% of the portfolio, ranked #19.

Pinnacle Financial Group first reported a position in VO in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pinnacle Financial Group held 79,792 shares of Vanguard Morningstar Mid-Cap ETF worth $6.43M as of Q2 2026.
  • Pinnacle Financial Group bought 2,608 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Morningstar Mid-Cap ETF made up 1.57% of Pinnacle Financial Group's portfolio in Q2 2026, its #19 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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