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

Pinnacle Financial Partners (Tennessee)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.35M Sell
44,814
-256
-0.6% -$52.3K 0.22% 122
2025
Q2 		$8.79M Buy
45,070
+4,188
+10% +$775K 0.18% 136
2025
Q1 		$7.62M Buy
40,882
+7,112
+21% +$1.4M 0.15% 145
2024
Q4 		$6.69M Buy
33,770
+440
+1% +$90.3K 0.14% 152
2024
Q3 		$6.69M Sell
33,330
-254
-0.8% -$48.8K 0.13% 154
2024
Q2 		$6.13M Sell
33,584
-374
-1% -$69.1K 0.13% 155
2024
Q1 		$6.52M Buy
33,958
+2,879
+9% +$520K 0.14% 154
2023
Q4 		$5.59M Buy
31,079
+13,294
+75% +$2.17M 0.13% 157
2023
Q3 		$2.84M Buy
17,785
+7,828
+79% +$1.31M 0.07% 179
2023
Q2 		$1.65M Sell
9,957
-6,191
-38% -$975K 0.04% 211
2023
Q1 		$2.56M Sell
16,148
-3,922
-20% -$649K 0.07% 184
2022
Q4 		$3.19M Sell
20,070
-572
-3% -$91.1K 0.09% 168
2022
Q3 		$2.96M Sell
20,642
-2,023
-9% -$321K 0.11% 161
2022
Q2 		$3.4M Sell
22,665
-46,298
-67% -$7.59M 0.12% 157
2022
Q1 		$12.1M Buy
68,963
+34,471
+100% +$5.99M 0.38% 79
2021
Q4 		$6.17M Buy
34,492
+8,317
+32% +$1.48M 0.19% 134
2021
Q3 		$4.43M Sell
26,175
-2,322
-8% -$398K 0.16% 145
2021
Q2 		$4.95M Sell
28,497
-7,840
-22% -$1.36M 0.2% 122
2021
Q1 		$6.02M Buy
36,337
+27,708
+321% +$4.36M 0.27% 105
2020
Q4 		$1.23M Buy
8,629
+48
+0.6% +$6.19K 0.06% 195
2020
Q3 		$949K Sell
8,581
-26
-0.3% -$2.91K 0.05% 194
2020
Q2 		$920K Sell
8,607
-65
-0.7% -$6.52K 0.05% 198
2020
Q1 		$770K Sell
8,672
-2,758
-24% -$335K 0.05% 207
2019
Q4 		$1.57M Sell
11,430
-103
-0.9% -$13.6K 0.1% 173
2019
Q3 		$1.49M Sell
11,533
-864
-7% -$111K 0.11% 167
2019
Q2 		$1.62M Sell
12,397
-1,009
-8% -$131K 0.12% 162
2019
Q1 		$1.73M Sell
13,406
-222
-2% -$28.2K 0.14% 149
2018
Q4 		$1.55M Buy
13,628
+1,243
+10% +$157K 0.15% 145
2018
Q3 		$1.73M Buy
12,385
+1,857
+18% +$260K 0.14% 152
2018
Q2 		$1.43M Buy
10,528
+240
+2% +$32.2K 0.14% 153
2018
Q1 		$1.33M Hold
10,288
– – 0.14% 156
2017
Q4 		$1.37M Sell
10,288
-350
-3% -$45.5K 0.14% 147
2017
Q3 		$1.36M Sell
10,638
-352
-3% -$43.4K 0.17% 127
2017
Q2 		$1.35M Buy
10,990
+7,000
+175% +$856K 0.19% 131
2017
Q1 		$490K Buy
3,990
+859
+27% +$106K 0.1% 175
2016
Q4 		$379K Buy
+3,131
New +$359K 0.08% 186

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.57% in Q3 2025, selling an estimated $52.3K and leaving 44,814 shares worth $9.35M. The position accounts for 0.22% of the portfolio, ranked #122.

Pinnacle Financial Partners (Tennessee) first reported a position in VBR in Q4 2016 and has held it in 36 quarters since. The position peaked at $12.1M in Q1 2022. 1,573 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 44,814 shares of Vanguard Small-Cap Value ETF worth $9.35M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 256 Vanguard Small-Cap Value ETF shares in Q3 2025, an estimated $52.3K.
  • Vanguard Small-Cap Value ETF made up 0.22% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #122 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Small-Cap Value ETF in Q4 2016 and has held it in 36 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Small-Cap Value ETF position peaked at $12.1M in Q1 2022.
  • 1,573 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2025.

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