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Pinnacle Financial Partners (Tennessee)’s Vanguard Morningstar Value ETF VTV Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.79M Buy
14,944
+869
+6% +$157K 0.07% 193
2025
Q2 		$2.49M Buy
14,075
+90
+0.6% +$15.2K 0.05% 209
2025
Q1 		$2.41M Buy
13,985
+294
+2% +$51.3K 0.05% 212
2024
Q4 		$2.32M Sell
13,691
-207
-1% -$36.3K 0.05% 218
2024
Q3 		$2.43M Buy
13,898
+1,829
+15% +$306K 0.05% 209
2024
Q2 		$1.94M Sell
12,069
-267
-2% -$42.7K 0.04% 228
2024
Q1 		$2.01M Buy
12,336
+588
+5% +$90.6K 0.04% 220
2023
Q4 		$1.76M Buy
11,748
+519
+5% +$73K 0.04% 223
2023
Q3 		$1.55M Buy
11,229
+2,180
+24% +$312K 0.04% 224
2023
Q2 		$1.29M Buy
9,049
+309
+4% +$42.9K 0.03% 231
2023
Q1 		$1.21M Sell
8,740
-13
-0.1% -$1.82K 0.03% 232
2022
Q4 		$1.23M Sell
8,753
-2,729
-24% -$376K 0.04% 227
2022
Q3 		$1.42M Sell
11,482
-833
-7% -$113K 0.05% 211
2022
Q2 		$1.63M Sell
12,315
-208
-2% -$29.3K 0.06% 201
2022
Q1 		$1.85M Buy
12,523
+1,773
+16% +$259K 0.06% 197
2021
Q4 		$1.58M Sell
10,750
-10
-0.1% -$1.43K 0.05% 208
2021
Q3 		$1.46M Buy
10,760
+2,215
+26% +$308K 0.05% 204
2021
Q2 		$1.17M Buy
8,545
+470
+6% +$64.6K 0.05% 203
2021
Q1 		$1.06M Buy
+8,075
New +$1.01M 0.05% 199
2020
Q2 		– Sell
-2,891
Closed -$257K – 451
2020
Q1 		$257K Sell
2,891
-852
-23% -$93.5K 0.02% 289
2019
Q4 		$448K Buy
3,743
+1,788
+91% +$206K 0.03% 267
2019
Q3 		$218K Hold
1,955
– – 0.02% 329
2019
Q2 		$217K Buy
+1,955
New +$213K 0.02% 328
2018
Q4 		– Sell
-4,815
Closed -$533K – 421
2018
Q3 		$533K Buy
+4,815
New +$526K 0.04% 229

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Vanguard Morningstar Value ETF (VTV) stake by 6.2% in Q3 2025, buying an estimated $157K and bringing the position to 14,944 shares worth $2.79M. The position accounts for 0.07% of the portfolio, ranked #193.

Pinnacle Financial Partners (Tennessee) first reported a position in VTV in Q3 2018 and has held it in 24 quarters since. 2,448 funds tracked by Wall St. Rank hold VTV as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 14,944 shares of Vanguard Morningstar Value ETF worth $2.79M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 869 Vanguard Morningstar Value ETF shares in Q3 2025, an estimated $157K.
  • Vanguard Morningstar Value ETF made up 0.07% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #193 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Morningstar Value ETF in Q3 2018 and has held it in 24 quarters since.
  • 2,448 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2025.

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