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Pinnacle Financial Partners (Tennessee)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,864
Closed -$417K – 461
2022
Q1 		$417K Buy
3,864
+80
+2% +$8.69K 0.01% 293
2021
Q4 		$452K Hold
3,784
– – 0.01% 301
2021
Q3 		$425K Hold
3,784
– – 0.02% 292
2021
Q2 		$433K Hold
3,784
– – 0.02% 280
2021
Q1 		$418K Sell
3,784
-2
-0.1% -$219 0.02% 267
2020
Q4 		$372K Hold
3,786
– – 0.02% 281
2020
Q3 		$288K Hold
3,786
– – 0.02% 288
2020
Q2 		$277K Hold
3,786
– – 0.02% 285
2020
Q1 		$224K Hold
3,786
– – 0.02% 300
2019
Q4 		$314K Hold
3,786
– – 0.02% 301
2019
Q3 		$290K Sell
3,786
-3,144
-45% -$244K 0.02% 290
2019
Q2 		$542K Sell
6,930
-40
-0.6% -$3.09K 0.04% 235
2019
Q1 		$535K Sell
6,970
-914
-12% -$69.4K 0.04% 231
2018
Q4 		$545K Sell
7,884
-682
-8% -$52.1K 0.05% 218
2018
Q3 		$742K Buy
8,566
+548
+7% +$47.3K 0.06% 206
2018
Q2 		$651K Buy
8,018
+938
+13% +$73.9K 0.06% 204
2018
Q1 		$529K Buy
7,080
+324
+5% +$24.2K 0.05% 212
2017
Q4 		$493K Sell
6,756
-2,104
-24% -$151K 0.05% 209
2017
Q3 		$624K Hold
8,860
– – 0.08% 177
2017
Q2 		$592K Hold
8,860
– – 0.08% 193
2017
Q1 		$582K Hold
8,860
– – 0.11% 159
2016
Q4 		$569K Buy
8,860
+860
+11% +$51.9K 0.12% 154
2016
Q3 		$460K Hold
8,000
– – 0.1% 175
2016
Q2 		$460K Buy
+8,000
New +$431K 0.11% 168

Other funds holding VIOG

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RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s VIOG Position: Q2 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2022, closing a stake of 3,864 shares — an estimated $417K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in VIOG in Q2 2016 and held it in 24 quarters. The position peaked at $742K in Q3 2018. 86 funds tracked by Wall St. Rank hold VIOG as of Q2 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 3,864 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $417K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 24 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard S&P Small-Cap 600 Growth ETF position peaked at $742K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2022, filed 29 Jul 2022.