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Pinnacle Financial Partners (Tennessee)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.13M Sell
82,431
-297,874
-78% -$14.6M 0.1% 173
2025
Q2 		$18.6M Sell
380,305
-199,264
-34% -$9.73M 0.39% 69
2025
Q1 		$29M Buy
579,569
+14,745
+3% +$738K 0.58% 36
2024
Q4 		$28.8M Buy
564,824
+16,927
+3% +$856K 0.58% 37
2024
Q3 		$28M Buy
547,897
+18,094
+3% +$917K 0.56% 39
2024
Q2 		$26.8M Buy
529,803
+2,283
+0.4% +$114K 0.57% 40
2024
Q1 		$26.7M Sell
527,520
-26,209
-5% -$1.33M 0.58% 40
2023
Q4 		$28.3M Sell
553,729
-43,063
-7% -$2.11M 0.67% 28
2023
Q3 		$28.7M Sell
596,792
-31,190
-5% -$1.55M 0.74% 28
2023
Q2 		$31.5M Sell
627,982
-5,564
-0.9% -$280K 0.79% 25
2023
Q1 		$32.1M Buy
633,546
+11,182
+2% +$561K 0.86% 24
2022
Q4 		$30.8M Sell
622,364
-55,199
-8% -$2.7M 0.89% 26
2022
Q3 		$32.6M Sell
677,563
-26,851
-4% -$1.34M 1.18% 17
2022
Q2 		$35.2M Sell
704,414
-1,844
-0.3% -$92.4K 1.25% 14
2022
Q1 		$36.4M Buy
706,258
+116,959
+20% +$6.22M 1.15% 17
2021
Q4 		$32.4M Buy
589,299
+27,778
+5% +$1.52M 1.01% 20
2021
Q3 		$30.8M Buy
561,521
+36,410
+7% +$2.01M 1.08% 18
2021
Q2 		$29M Buy
525,111
+96,096
+22% +$5.29M 1.18% 17
2021
Q1 		$23.6M Buy
429,015
+71,818
+20% +$3.95M 1.07% 20
2020
Q4 		$19.6M Buy
357,197
+14,257
+4% +$778K 0.96% 21
2020
Q3 		$18.7M Buy
342,940
+2,421
+0.7% +$132K 1.01% 21
2020
Q2 		$18.4M Buy
340,519
+12,660
+4% +$675K 1.05% 20
2020
Q1 		$17.3M Sell
327,859
-32,169
-9% -$1.72M 1.2% 17
2019
Q4 		$19.3M Buy
360,028
+27,243
+8% +$1.46M 1.19% 16
2019
Q3 		$17.8M Sell
332,785
-62,625
-16% -$3.35M 1.28% 15
2019
Q2 		$21M Buy
395,410
+91,065
+30% +$4.78M 1.58% 10
2019
Q1 		$15.9M Buy
304,345
+28,950
+11% +$1.49M 1.28% 13
2018
Q4 		$14.1M Sell
275,395
-20,304
-7% -$1.02M 1.33% 11
2018
Q3 		$14.9M Buy
295,699
+123,223
+71% +$6.27M 1.25% 14
2018
Q2 		$8.79M Buy
172,476
+81,074
+89% +$4.11M 0.84% 34
2018
Q1 		$4.64M Buy
91,402
+68,556
+300% +$3.49M 0.47% 61
2017
Q4 		$1.18M Buy
+22,846
New +$1.18M 0.12% 156

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 78% in Q3 2025, selling an estimated $14.6M and leaving 82,431 shares worth $4.13M. The position accounts for 0.1% of the portfolio, ranked #173.

Pinnacle Financial Partners (Tennessee) first reported a position in VTEB in Q4 2017 and has held it in 32 quarters since. The position peaked at $36.4M in Q1 2022. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 82,431 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.13M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 297,874 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $14.6M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #173 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 32 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $36.4M in Q1 2022.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

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