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Pinnacle Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pinnacle Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76M Buy
12,870
+102
+0.8% +$36.5K 1.16% 23
2026
Q1 		$4.1M Buy
12,768
+181
+1% +$60.7K 1.12% 27
2025
Q4 		$4.22M Sell
12,587
-836
-6% -$278K 1.22% 23
2025
Q3 		$4.41M Buy
13,423
+35
+0.3% +$11.1K 1.33% 21
2025
Q2 		$4.08M Sell
13,388
-183
-1% -$51.5K 1.36% 21
2025
Q1 		$3.73M Sell
13,571
-1,030
-7% -$299K 1.36% 20
2024
Q4 		$4.23M Buy
14,601
+226
+2% +$65.9K 1.66% 18
2024
Q3 		$4.08M Buy
14,375
+148
+1% +$40.4K 1.6% 17
2024
Q2 		$3.81M Buy
14,227
+35
+0.2% +$9.06K 1.63% 16
2024
Q1 		$3.69M Sell
14,192
-1,423
-9% -$352K 1.62% 16
2023
Q4 		$3.7M Buy
15,615
+11,621
+291% +$2.57M 1.9% 15
2023
Q3 		$848K Buy
3,994
+357
+10% +$79K 0.5% 31
2023
Q2 		$801K Buy
3,637
+160
+5% +$33.4K 0.46% 31
2023
Q1 		$710K Sell
3,477
-48
-1% -$9.61K 0.42% 31
2022
Q4 		$674K Buy
3,525
+958
+37% +$185K 0.48% 32
2022
Q3 		$461K Buy
2,567
+43
+2% +$8.57K 0.4% 32
2022
Q2 		$476K Buy
2,524
+46
+2% +$9.45K 0.41% 29
2022
Q1 		$564K Buy
2,478
+37
+2% +$8.32K 0.46% 28
2021
Q4 		$589K Buy
+2,441
New +$576K 0.46% 28

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.8% in Q2 2026, buying an estimated $36.5K and bringing the position to 12,870 shares worth $4.76M. The position accounts for 1.16% of the portfolio, ranked #23.

Pinnacle Financial Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Pinnacle Financial Group held 12,870 shares of Vanguard Morningstar Total Stock Market ETF worth $4.76M as of Q2 2026.
  • Pinnacle Financial Group bought 102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.16% of Pinnacle Financial Group's portfolio in Q2 2026, its #23 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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