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Pinnacle Financial Partners (Tennessee)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$20.5M Sell
94,927
-5,718
-6% -$1.2M 0.49% 56
2025
Q2 		$20.6M Buy
100,645
+50,164
+99% +$9.72M 0.43% 59
2025
Q1 		$9.8M Buy
50,481
+8,685
+21% +$1.73M 0.2% 125
2024
Q4 		$8.2M Buy
41,796
+4,385
+12% +$875K 0.17% 137
2024
Q3 		$7.41M Buy
37,411
+8,510
+29% +$1.62M 0.15% 146
2024
Q2 		$5.28M Buy
28,901
+16,524
+134% +$2.97M 0.11% 165
2024
Q1 		$2.26M Buy
12,377
+352
+3% +$61.8K 0.05% 207
2023
Q4 		$2.05M Buy
12,025
+145
+1% +$23.3K 0.05% 212
2023
Q3 		$1.85M Sell
11,880
-646
-5% -$105K 0.05% 208
2023
Q2 		$2.03M Sell
12,526
-56
-0.4% -$8.77K 0.05% 195
2023
Q1 		$1.94M Sell
12,582
-546
-4% -$83.6K 0.05% 201
2022
Q4 		$1.99M Buy
13,128
+1,861
+17% +$277K 0.06% 202
2022
Q3 		$1.52M Sell
11,267
-634
-5% -$94.3K 0.06% 206
2022
Q2 		$1.71M Sell
11,901
-32
-0.3% -$4.87K 0.06% 198
2022
Q1 		$1.94M Sell
11,933
-493
-4% -$79.5K 0.06% 195
2021
Q4 		$2.13M Sell
12,426
-1,577
-11% -$260K 0.07% 186
2021
Q3 		$2.15M Buy
14,003
+499
+4% +$79.5K 0.08% 181
2021
Q2 		$2.09M Buy
13,504
+893
+7% +$137K 0.08% 162
2021
Q1 		$1.8M Buy
12,611
+6,106
+94% +$869K 0.08% 168
2020
Q4 		$875K Buy
6,505
+300
+5% +$40.7K 0.04% 210
2020
Q3 		$799K Buy
6,205
+2,785
+81% +$350K 0.04% 202
2020
Q2 		$401K Sell
3,420
-5,861
-63% -$667K 0.02% 250
2020
Q1 		$960K Sell
9,281
-453
-5% -$54.1K 0.07% 190
2019
Q4 		$1.21M Buy
9,734
+114
+1% +$13.8K 0.08% 189
2019
Q3 		$1.15M Buy
9,620
+629
+7% +$74.2K 0.08% 183
2019
Q2 		$1.03M Sell
8,991
-5,429
-38% -$609K 0.08% 187
2019
Q1 		$1.58M Sell
14,420
-579
-4% -$61K 0.13% 155
2018
Q4 		$1.47M Sell
14,999
-508
-3% -$53K 0.14% 150
2018
Q3 		$1.72M Buy
15,507
+2,908
+23% +$313K 0.14% 153
2018
Q2 		$1.28M Sell
12,599
-1,043
-8% -$106K 0.12% 161
2018
Q1 		$1.38M Buy
13,642
+561
+4% +$58.2K 0.14% 155
2017
Q4 		$1.33M Buy
13,081
+9,579
+274% +$943K 0.14% 149
2017
Q3 		$332K Sell
3,502
-7,803
-69% -$728K 0.04% 221
2017
Q2 		$1.05M Buy
11,305
+3,904
+53% +$358K 0.15% 149
2017
Q1 		$666K Buy
7,401
+1,418
+24% +$126K 0.13% 151
2016
Q4 		$510K Buy
5,983
+409
+7% +$34.4K 0.11% 163
2016
Q3 		$468K Buy
+5,574
New +$472K 0.11% 174
2014
Q4 		– Sell
-4,914
Closed -$378K – 220
2014
Q3 		$378K Buy
+4,914
New +$381K 0.14% 142

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.7% in Q3 2025, selling an estimated $1.2M and leaving 94,927 shares worth $20.5M. The position accounts for 0.49% of the portfolio, ranked #56.

Pinnacle Financial Partners (Tennessee) first reported a position in VIG in Q3 2014 and has held it in 38 quarters since. The position peaked at $20.6M in Q2 2025. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 94,927 shares of Vanguard Dividend Appreciation ETF worth $20.5M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 5,718 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $1.2M.
  • Vanguard Dividend Appreciation ETF made up 0.49% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #56 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 38 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Dividend Appreciation ETF position peaked at $20.6M in Q2 2025.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

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