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Pinnacle Financial Partners (Tennessee)’s Vanguard Small-Cap ETF VB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.08M Sell
12,128
-382
-3% -$94.7K 0.07% 187
2025
Q2 		$2.96M Sell
12,510
-3,162
-20% -$705K 0.06% 195
2025
Q1 		$3.55M Buy
15,672
+265
+2% +$63.3K 0.07% 189
2024
Q4 		$3.69M Buy
15,407
+1,392
+10% +$343K 0.07% 186
2024
Q3 		$3.32M Sell
14,015
-690
-5% -$157K 0.07% 188
2024
Q2 		$3.25M Sell
14,705
-386
-3% -$84.8K 0.07% 190
2024
Q1 		$3.45M Buy
15,091
+9,666
+178% +$2.08M 0.07% 188
2023
Q4 		$1.16M Sell
5,425
-4,140
-43% -$798K 0.03% 248
2023
Q3 		$1.81M Buy
9,565
+76
+0.8% +$15.1K 0.05% 211
2023
Q2 		$1.89M Buy
9,489
+126
+1% +$23.8K 0.05% 200
2023
Q1 		$1.77M Hold
9,363
– – 0.05% 207
2022
Q4 		$1.72M Buy
+9,363
New +$1.74M 0.05% 212
2022
Q2 		– Sell
-964
Closed -$205K – 459
2022
Q1 		$205K Sell
964
-708
-42% -$149K 0.01% 356
2021
Q4 		$378K Buy
1,672
+414
+33% +$94.1K 0.01% 312
2021
Q3 		$275K Buy
+1,258
New +$280K 0.01% 333
2020
Q1 		– Sell
-1,488
Closed -$246K – 479
2019
Q4 		$246K Sell
1,488
-581
-28% -$92.5K 0.02% 328
2019
Q3 		$318K Sell
2,069
-31
-1% -$4.81K 0.02% 278
2019
Q2 		$329K Buy
+2,100
New +$325K 0.02% 271

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Vanguard Small-Cap ETF (VB) stake by 3.1% in Q3 2025, selling an estimated $94.7K and leaving 12,128 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #187.

Pinnacle Financial Partners (Tennessee) first reported a position in VB in Q2 2019 and has held it in 18 quarters since. The position peaked at $3.69M in Q4 2024. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 12,128 shares of Vanguard Small-Cap ETF worth $3.08M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 382 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $94.7K.
  • Vanguard Small-Cap ETF made up 0.07% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #187 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Small-Cap ETF in Q2 2019 and has held it in 18 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Small-Cap ETF position peaked at $3.69M in Q4 2024.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

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