Pinnacle Financial Partners (Tennessee)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,475	Closed	-$202K	–	558
2024 Q2	$202K	Hold	3,475	–	–	﹤0.01%	435
2024 Q1	$202K	Hold	3,475	–	–	﹤0.01%	431
2023 Q4	$203K	Hold	3,475	–	–	﹤0.01%	408
2023 Q3	$200K	Hold	3,475	–	–	0.01%	387
2023 Q2	$201K	Hold	3,475	–	–	0.01%	392
2023 Q1	$203K	Hold	3,475	–	–	0.01%	380
2022 Q4	$201K	Buy	+3,475	New	+$201K	0.01%	369

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s VGSH Position: Q3 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 3,475 shares — an estimated $202K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in VGSH in Q4 2022 and held it in 7 quarters. The position peaked at $203K in Q1 2023. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Pinnacle Financial Partners (Tennessee) reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,475 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $202K.
Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 7 quarters.
Pinnacle Financial Partners (Tennessee)'s Vanguard Short-Term Treasury ETF position peaked at $203K in Q1 2023.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2024, filed 5 Nov 2024.