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Pinnacle Financial Partners (Georgia)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
44,539
-1,608
-3% -$374K 0.07% 203
2026
Q1 		$10M Sell
46,147
-7,340
-14% -$1.64M 0.08% 208
2025
Q4 		$11.3M Buy
+53,487
New +$11.2M 0.09% 184

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Betterment LLC
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AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s VBR Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.5% in Q2 2026, selling an estimated $374K and leaving 44,539 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #203.

Pinnacle Financial Partners (Georgia) first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 44,539 shares of Vanguard Morningstar Small-Cap Value ETF worth $10.8M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,608 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $374K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #203 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $11.3M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.