Pinnacle Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pinnacle Financial Group’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7M	Buy	99,482 +5,404	+6%	+$845K	3.84%	7
2026 Q1	$13.9M	Buy	94,078 +5,639	+6%	+$848K	3.82%	7
2025 Q4	$12.7M	Buy	88,439 +3,095	+4%	+$440K	3.68%	7
2025 Q3	$12M	Buy	85,344 +1,497	+2%	+$206K	3.64%	7
2025 Q2	$11.2M	Buy	83,847 +1,040	+1%	+$132K	3.74%	7
2025 Q1	$10.7M	Buy	82,807 +4,202	+5%	+$550K	3.88%	6
2024 Q4	$10M	Buy	78,605 +4,202	+6%	+$548K	3.93%	6
2024 Q3	$9.54M	Buy	74,403 +3,940	+6%	+$486K	3.74%	6
2024 Q2	$8.36M	Buy	70,463 +4,010	+6%	+$476K	3.57%	7
2024 Q1	$8.04M	Buy	66,453 +5,284	+9%	+$605K	3.53%	7
2023 Q4	$6.83M	Buy	61,169 +551	+0.9%	+$57.9K	3.5%	7
2023 Q3	$6.26M	Buy	60,618 +392	+0.7%	+$42.1K	3.73%	7
2023 Q2	$6.39M	Buy	60,226 +106	+0.2%	+$11.1K	3.63%	7
2023 Q1	$6.34M	Buy	60,120 +5,335	+10%	+$574K	3.79%	8
2022 Q4	$5.93M	Buy	54,785 +4,061	+8%	+$432K	4.19%	6
2022 Q3	$4.81M	Buy	50,724 +1,685	+3%	+$175K	4.17%	6
2022 Q2	$4.99M	Buy	49,039 +6,074	+14%	+$658K	4.25%	6
2022 Q1	$4.82M	Buy	42,965 +3,830	+10%	+$427K	3.91%	7
2021 Q4	$4.39M	Buy	+39,135	New	+$4.26M	3.39%	8

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Financial Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 5.7% in Q2 2026, buying an estimated $845K and bringing the position to 99,482 shares worth $15.7M. The position accounts for 3.84% of the portfolio, ranked #7.

Pinnacle Financial Group first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Pinnacle Financial Group held 99,482 shares of Vanguard High Dividend Yield ETF worth $15.7M as of Q2 2026.
Pinnacle Financial Group bought 5,404 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $845K.
Vanguard High Dividend Yield ETF made up 3.84% of Pinnacle Financial Group's portfolio in Q2 2026, its #7 holding.
Pinnacle Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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