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Pinnacle Financial Partners (Tennessee)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$85.7M Buy
1,072,428
+48,336
+5% +$3.69M 2.05% 6
2025
Q2 		$74.8M Buy
1,024,092
+12,516
+1% +$824K 1.57% 11
2025
Q1 		$62.5M Buy
1,011,576
+28,056
+3% +$1.89M 1.26% 14
2024
Q4 		$67.3M Buy
983,520
+70,284
+8% +$4.72M 1.36% 14
2024
Q3 		$58.4M Buy
913,236
+12,342
+1% +$765K 1.17% 15
2024
Q2 		$56.2M Buy
900,894
+33,684
+4% +$1.96M 1.2% 15
2024
Q1 		$49.7M Buy
867,210
+95,736
+12% +$5.26M 1.08% 16
2023
Q4 		$40M Buy
771,474
+108,276
+16% +$5.23M 0.95% 18
2023
Q3 		$30.1M Buy
663,198
+115,074
+21% +$5.43M 0.78% 24
2023
Q2 		$25.8M Buy
548,124
+28,224
+5% +$1.22M 0.65% 35
2023
Q1 		$21.6M Sell
519,900
-25,182
-5% -$979K 0.58% 49
2022
Q4 		$19.4M Sell
545,082
-85,734
-14% -$3.15M 0.56% 47
2022
Q3 		$22.5M Sell
630,816
-17,436
-3% -$701K 0.81% 29
2022
Q2 		$24.1M Buy
648,252
+8,454
+1% +$347K 0.86% 27
2022
Q1 		$30.7M Sell
639,798
-59,994
-9% -$2.84M 0.97% 22
2021
Q4 		$37.4M Buy
699,792
+2,682
+0.4% +$140K 1.17% 14
2021
Q3 		$33.7M Buy
697,110
+52,122
+8% +$2.59M 1.19% 15
2021
Q2 		$30.8M Sell
644,988
-88,986
-12% -$4.04M 1.25% 14
2021
Q1 		$31.4M Sell
733,974
-215,472
-23% -$9.22M 1.42% 11
2020
Q4 		$40.1M Sell
949,446
-74,646
-7% -$2.98M 1.98% 8
2020
Q3 		$38.9M Sell
1,024,092
-35,796
-3% -$1.32M 2.11% 7
2020
Q2 		$35.7M Buy
1,059,888
+55,428
+6% +$1.7M 2.04% 7
2020
Q1 		$26.2M Buy
1,004,460
+200,712
+25% +$6.01M 1.81% 7
2019
Q4 		$24.4M Buy
803,748
+115,638
+17% +$3.34M 1.51% 9
2019
Q3 		$19.1M Buy
688,110
+2,208
+0.3% +$61.3K 1.37% 11
2019
Q2 		$18.7M Buy
685,902
+3,468
+0.5% +$92.6K 1.4% 13
2019
Q1 		$17.8M Buy
682,434
+43,866
+7% +$1.08M 1.43% 11
2018
Q4 		$14.3M Sell
638,568
-8,232
-1% -$199K 1.35% 10
2018
Q3 		$17.4M Buy
646,800
+157,698
+32% +$4.13M 1.46% 11
2018
Q2 		$12.2M Buy
489,102
+34,350
+8% +$842K 1.16% 13
2018
Q1 		$10.8M Buy
454,752
+90,024
+25% +$2.19M 1.09% 15
2017
Q4 		$8.55M Buy
364,728
+51,378
+16% +$1.18M 0.9% 25
2017
Q3 		$6.93M Buy
313,350
+38,634
+14% +$840K 0.89% 28
2017
Q2 		$5.82M Buy
274,716
+84,594
+44% +$1.77M 0.83% 33
2017
Q1 		$3.85M Buy
190,122
+57,732
+44% +$1.14M 0.76% 39
2016
Q4 		$2.46M Buy
132,390
+63,936
+93% +$1.18M 0.53% 57
2016
Q3 		$1.26M Buy
68,454
+264
+0.4% +$4.91K 0.28% 108
2016
Q2 		$1.26M Buy
+68,190
New +$1.21M 0.29% 103

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.7% in Q3 2025, buying an estimated $3.69M and bringing the position to 1,072,428 shares worth $85.7M. The position accounts for 2.05% of the portfolio, ranked #6.

Pinnacle Financial Partners (Tennessee) first reported a position in VUG in Q2 2016 and has held it in 38 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 1,072,428 shares of Vanguard Morningstar Growth ETF worth $85.7M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 48,336 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $3.69M.
  • Vanguard Morningstar Growth ETF made up 2.05% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #6 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 38 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

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