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Pinnacle Financial Partners (Tennessee)’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$255K Sell
5,422
-504
-9% -$23.4K 0.01% 424
2025
Q2 		$275K Sell
5,926
-250
-4% -$11.4K 0.01% 404
2025
Q1 		$286K Buy
6,176
+43
+0.7% +$1.97K 0.01% 391
2024
Q4 		$278K Buy
6,133
+1,704
+38% +$78.4K 0.01% 386
2024
Q3 		$209K Sell
4,429
-765
-15% -$35.6K ﹤0.01% 430
2024
Q2 		$236K Hold
5,194
– – 0.01% 400
2024
Q1 		$237K Sell
5,194
-583
-10% -$26.6K 0.01% 410
2023
Q4 		$268K Sell
5,777
-236
-4% -$10.4K 0.01% 374
2023
Q3 		$263K Hold
6,013
– – 0.01% 354
2023
Q2 		$277K Sell
6,013
-124
-2% -$5.74K 0.01% 349
2023
Q1 		$286K Buy
+6,137
New +$285K 0.01% 343
2022
Q1 		– Sell
-5,845
Closed -$309K – 483
2021
Q4 		$309K Hold
5,845
– – 0.01% 339
2021
Q3 		$311K Buy
5,845
+459
+9% +$24.5K 0.01% 316
2021
Q2 		$287K Sell
5,386
-150
-3% -$8.02K 0.01% 316
2021
Q1 		$295K Buy
5,536
+1,618
+41% +$87.1K 0.01% 303
2020
Q4 		$212K Hold
3,918
– – 0.01% 332
2020
Q3 		$213K Buy
+3,918
New +$213K 0.01% 324

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 8.5% in Q3 2025, selling an estimated $23.4K and leaving 5,422 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #424.

Pinnacle Financial Partners (Tennessee) first reported a position in VMBS in Q3 2020 and has held it in 17 quarters since. The position peaked at $311K in Q3 2021. 628 funds tracked by Wall St. Rank hold VMBS as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 5,422 shares of Vanguard Mortgage-Backed Securities ETF worth $255K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 504 Vanguard Mortgage-Backed Securities ETF shares in Q3 2025, an estimated $23.4K.
  • Vanguard Mortgage-Backed Securities ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #424 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and has held it in 17 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Mortgage-Backed Securities ETF position peaked at $311K in Q3 2021.
  • 628 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2025.

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