Pinnacle Financial Group, LLC Vanguard Small Cap Value ETF Transaction History

Pinnacle Financial Group, LLC

$270 Million
Q1 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 26,248 shares of VBR stock, worth $4.72 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

26,248

Previous 22,353 17.42%

Holding current value

$4.72 Million

Previous $4.43 Million 10.39%

% of portfolio

1.81%

Previous 1.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$183.02 - $207.75 $712,862 - $809,186	3,895 Added 17.42%	26,248 $4.89 Million
Q4 2024 Feb 14, 2025	BUY	$197.36 - $217.3 $134,204 - $147,764	680 Added 3.14%	22,353 $4.43 Million
Q3 2024 Nov 12, 2024	BUY	$179.99 - $201.6 $408,397 - $457,430	2,269 Added 11.69%	21,673 $4.35 Million
Q2 2024 Aug 08, 2024	BUY	$177.65 - $191.11 $81,719 - $87,910	460 Added 2.43%	19,404 $3.54 Million
Q1 2024 May 15, 2024	BUY	$172.45 - $191.88 $201,076 - $223,732	1,166 Added 6.56%	18,944 $3.63 Million
Q4 2023 Feb 13, 2024	BUY	$149.18 - $181.94 $133,814 - $163,200	897 Added 5.31%	17,778 $3.2 Million
Q3 2023 Nov 13, 2023	BUY	$157.33 - $174.39 $32,252 - $35,749	205 Added 1.23%	16,881 $2.69 Million
Q2 2023 Jul 18, 2023	BUY	$150.74 - $165.4 $43,714 - $47,966	290 Added 1.77%	16,676 $2.76 Million
Q1 2023 May 11, 2023	BUY	$150.22 - $177.69 $45,516 - $53,840	303 Added 1.88%	16,386 $2.6 Million
Q4 2022 Feb 09, 2023	SELL	$147.25 - $169.54 $3,239 - $3,729	-22 Reduced 0.14%	16,083 $2.55 Million
Q3 2022 Oct 27, 2022	BUY	$143.4 - $172.87 $144,834 - $174,598	1,010 Added 6.69%	16,105 $2.31 Million
Q2 2022 Jul 19, 2022	BUY	$146.67 - $178.24 $286,299 - $347,924	1,952 Added 14.85%	15,095 $2.26 Million
Q1 2022 May 12, 2022	SELL	$165.62 - $182.58 $226,402 - $249,586	-1,367 Reduced 9.42%	13,143 $2.31 Million
Q4 2021 Feb 11, 2022	BUY	$168.72 - $185.72 $2.45 Million - $2.69 Million	14,510 New	14,510 $2.6 Million

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.7M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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Pinnacle Financial Group, LLC Vanguard Small Cap Value ETF Transaction History