PFG
VTV icon

Pinnacle Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pinnacle Financial Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Buy
18,537
+7,867
+74% +$1.64M 0.99% 28
2026
Q1 		$2.09M Buy
10,670
+1,927
+22% +$386K 0.57% 38
2025
Q4 		$1.67M Buy
8,743
+1,342
+18% +$252K 0.48% 42
2025
Q3 		$1.38M Buy
7,401
+714
+11% +$129K 0.42% 43
2025
Q2 		$1.18M Buy
6,687
+421
+7% +$71.1K 0.4% 41
2025
Q1 		$1.08M Buy
6,266
+171
+3% +$29.8K 0.39% 39
2024
Q4 		$1.03M Buy
6,095
+15
+0.2% +$2.63K 0.4% 33
2024
Q3 		$1.06M Buy
6,080
+272
+5% +$45.5K 0.42% 33
2024
Q2 		$932K Buy
5,808
+595
+11% +$95.1K 0.4% 34
2024
Q1 		$849K Buy
5,213
+87
+2% +$13.4K 0.37% 34
2023
Q4 		$766K Buy
5,126
+83
+2% +$11.7K 0.39% 34
2023
Q3 		$696K Buy
5,043
+78
+2% +$11.2K 0.41% 32
2023
Q2 		$706K Buy
4,965
+2
+0% +$278 0.4% 33
2023
Q1 		$685K Sell
4,963
-598
-11% -$83.9K 0.41% 33
2022
Q4 		$781K Buy
5,561
+224
+4% +$30.9K 0.55% 30
2022
Q3 		$659K Buy
5,337
+2
+0% +$270 0.57% 29
2022
Q2 		$704K Buy
5,335
+2
+0% +$282 0.6% 26
2022
Q1 		$788K Sell
5,333
-412
-7% -$60.1K 0.64% 26
2021
Q4 		$845K Buy
+5,745
New +$820K 0.65% 24

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard Morningstar Value ETF (VTV) stake by 74% in Q2 2026, buying an estimated $1.64M and bringing the position to 18,537 shares worth $4.04M. The position accounts for 0.99% of the portfolio, ranked #28.

Pinnacle Financial Group first reported a position in VTV in Q4 2021 and has held it in 19 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Pinnacle Financial Group held 18,537 shares of Vanguard Morningstar Value ETF worth $4.04M as of Q2 2026.
  • Pinnacle Financial Group bought 7,867 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.64M.
  • Vanguard Morningstar Value ETF made up 0.99% of Pinnacle Financial Group's portfolio in Q2 2026, its #28 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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