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

Pinnacle Financial Partners (Tennessee)’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.55M Buy
22,012
+244
+1% +$70.4K 0.16% 150
2025
Q2 		$6.03M Buy
21,768
+167
+0.8% +$43K 0.13% 161
2025
Q1 		$5.44M Sell
21,601
-89
-0.4% -$24.7K 0.11% 167
2024
Q4 		$6.07M Buy
21,690
+354
+2% +$100K 0.12% 161
2024
Q3 		$5.7M Sell
21,336
-233
-1% -$59.7K 0.11% 168
2024
Q2 		$5.4M Sell
21,569
-8,884
-29% -$2.22M 0.12% 164
2024
Q1 		$7.94M Sell
30,453
-692
-2% -$170K 0.17% 135
2023
Q4 		$7.53M Buy
31,145
+3,182
+11% +$691K 0.18% 134
2023
Q3 		$5.99M Buy
27,963
+2,018
+8% +$459K 0.15% 137
2023
Q2 		$5.96M Sell
25,945
-2,025
-7% -$441K 0.15% 138
2023
Q1 		$6.05M Sell
27,970
-1,464
-5% -$316K 0.16% 133
2022
Q4 		$5.9M Sell
29,434
-3,855
-12% -$789K 0.17% 125
2022
Q3 		$6.5M Buy
33,289
+1,126
+4% +$242K 0.24% 116
2022
Q2 		$6.34M Sell
32,163
-20,838
-39% -$4.52M 0.23% 122
2022
Q1 		$13.2M Buy
53,001
+22,206
+72% +$5.47M 0.42% 72
2021
Q4 		$8.68M Buy
30,795
+1,935
+7% +$555K 0.27% 108
2021
Q3 		$8.09M Sell
28,860
-7,145
-20% -$2.05M 0.28% 103
2021
Q2 		$10.4M Sell
36,005
-1,333
-4% -$373K 0.42% 77
2021
Q1 		$10.3M Buy
37,338
+4,989
+15% +$1.41M 0.46% 70
2020
Q4 		$8.62M Buy
32,349
+104
+0.3% +$25.1K 0.42% 74
2020
Q3 		$6.93M Sell
32,245
-392
-1% -$82.8K 0.38% 80
2020
Q2 		$6.51M Sell
32,637
-633
-2% -$114K 0.37% 81
2020
Q1 		$5M Buy
33,270
+292
+0.9% +$54.2K 0.35% 86
2019
Q4 		$6.55M Buy
32,978
+523
+2% +$99.2K 0.41% 76
2019
Q3 		$5.91M Buy
32,455
+125
+0.4% +$23.3K 0.42% 75
2019
Q2 		$6.02M Buy
32,330
+12
+0% +$2.18K 0.45% 68
2019
Q1 		$5.81M Buy
32,318
+1,590
+5% +$273K 0.47% 63
2018
Q4 		$4.63M Sell
30,728
-960
-3% -$158K 0.44% 68
2018
Q3 		$5.94M Buy
31,688
+973
+3% +$179K 0.5% 59
2018
Q2 		$5.4M Hold
30,715
– – 0.51% 59
2018
Q1 		$5.04M Hold
30,715
– – 0.51% 56
2017
Q4 		$4.94M Buy
30,715
+475
+2% +$74.7K 0.52% 54
2017
Q3 		$4.62M Hold
30,240
– – 0.59% 46
2017
Q2 		$4.41M Buy
+30,240
New +$4.33M 0.63% 48

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.1% in Q3 2025, buying an estimated $70.4K and bringing the position to 22,012 shares worth $6.55M. The position accounts for 0.16% of the portfolio, ranked #150.

Pinnacle Financial Partners (Tennessee) first reported a position in VBK in Q2 2017 and has held it in 34 quarters since. The position peaked at $13.2M in Q1 2022. 1,113 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 22,012 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.55M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 244 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $70.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.16% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #150 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2017 and has held it in 34 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $13.2M in Q1 2022.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

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