Pinnacle Financial Partners (Tennessee)’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$754K	Buy	3,089 +42	+1%	+$9.82K	0.02%	291
2025 Q2	$685K	Hold	3,047	–	–	0.01%	300
2025 Q1	$614K	Sell	3,047 -48	-2%	-$10.2K	0.01%	307
2024 Q4	$658K	Hold	3,095	–	–	0.01%	302
2024 Q3	$640K	Buy	3,095 +475	+18%	+$94.8K	0.01%	305
2024 Q2	$517K	Sell	2,620 -446	-15%	-$83.9K	0.01%	321
2024 Q1	$573K	Sell	3,066 -153	-5%	-$27.3K	0.01%	315
2023 Q4	$545K	Hold	3,219	–	–	0.01%	305
2023 Q3	$489K	Sell	3,219 -452	-12%	-$71.2K	0.01%	301
2023 Q2	$574K	Buy	3,671 +66	+2%	+$9.75K	0.01%	287
2023 Q1	$516K	Sell	3,605 -1,195	-25%	-$165K	0.01%	293
2022 Q4	$636K	Hold	4,800	–	–	0.02%	272
2022 Q3	$599K	Buy	+4,800	New	+$666K	0.02%	263

Other funds holding MGC

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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s MGC Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.4% in Q3 2025, buying an estimated $9.82K and bringing the position to 3,089 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #291.

Pinnacle Financial Partners (Tennessee) first reported a position in MGC in Q3 2022 and has held it in 13 quarters since. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 3,089 shares of Vanguard Morningstar Mega Cap ETF worth $754K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 42 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $9.82K.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #291 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 13 quarters since.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.