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Pinnacle Financial Partners (Georgia)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4M Sell
489,324
-7,956
-2% -$617K 0.27% 66
2026
Q1 		$35.7M Sell
497,280
-30,436
-6% -$2.26M 0.27% 67
2025
Q4 		$38.3M Buy
+527,716
New +$38.4M 0.29% 62

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, selling an estimated $617K and leaving 489,324 shares worth $39.4M. The position accounts for 0.27% of the portfolio, ranked #66.

Pinnacle Financial Partners (Georgia) first reported a position in VO in Q4 2025 and has held it in 3 quarters since. 2,475 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 489,324 shares of Vanguard Morningstar Mid-Cap ETF worth $39.4M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 7,956 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $617K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.27% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #66 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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