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Pinnacle Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Pinnacle Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Sell
8,636
-42
-0.5% -$14K 0.72% 35
2026
Q1 		$2.59M Sell
8,678
-319
-4% -$99.8K 0.71% 34
2025
Q4 		$2.83M Sell
8,997
-205
-2% -$64K 0.82% 32
2025
Q3 		$2.83M Sell
9,202
-821
-8% -$243K 0.86% 31
2025
Q2 		$2.86M Sell
10,023
-13
-0.1% -$3.42K 0.96% 27
2025
Q1 		$2.58M Sell
10,036
-372
-4% -$101K 0.94% 26
2024
Q4 		$2.81M Sell
10,408
-1,199
-10% -$325K 1.1% 24
2024
Q3 		$3.06M Sell
11,607
-773
-6% -$196K 1.2% 23
2024
Q2 		$3.09M Sell
12,380
-1
-0% -$240 1.32% 21
2024
Q1 		$2.97M Sell
12,381
-225
-2% -$51.5K 1.3% 22
2023
Q4 		$2.75M Buy
12,606
+1,130
+10% +$231K 1.41% 21
2023
Q3 		$2.25M Sell
11,476
-1,311
-10% -$267K 1.34% 20
2023
Q2 		$2.59M Sell
12,787
-260
-2% -$49.8K 1.47% 20
2023
Q1 		$2.44M Sell
13,047
-50
-0.4% -$9.1K 1.46% 19
2022
Q4 		$2.28M Hold
13,097
– – 1.61% 17
2022
Q3 		$2.14M Hold
13,097
– – 1.85% 15
2022
Q2 		$2.26M Sell
13,097
-615
-4% -$115K 1.92% 13
2022
Q1 		$2.86M Sell
13,712
-750
-5% -$154K 2.32% 12
2021
Q4 		$3.2M Buy
+14,462
New +$3.1M 2.47% 10

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pinnacle Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.48% in Q2 2026, selling an estimated $14K and leaving 8,636 shares worth $2.97M. The position accounts for 0.72% of the portfolio, ranked #35.

Pinnacle Financial Group first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pinnacle Financial Group held 8,636 shares of Vanguard Morningstar Large-Cap ETF worth $2.97M as of Q2 2026.
  • Pinnacle Financial Group sold 42 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $14K.
  • Vanguard Morningstar Large-Cap ETF made up 0.72% of Pinnacle Financial Group's portfolio in Q2 2026, its #35 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $3.2M in Q4 2021.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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