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Pinnacle Financial Partners (Georgia)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Sell
4,992
-339
-6% -$15.9K ﹤0.01% 1075
2026
Q1 		$250K Sell
5,331
-225
-4% -$10.6K ﹤0.01% 998
2025
Q4 		$262K Buy
+5,556
New +$262K ﹤0.01% 948

Other funds holding VMBS

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 6.4% in Q2 2026, selling an estimated $15.9K and leaving 4,992 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Pinnacle Financial Partners (Georgia) first reported a position in VMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 706 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 4,992 shares of Vanguard Mortgage-Backed Securities ETF worth $234K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 339 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1075 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Vanguard Mortgage-Backed Securities ETF position peaked at $262K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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