VB — VANGUARD INDEX FDS

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported VANGUARD INDEX FDS (VB) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.77% in 2024 Q4. The latest visible filing shows VB at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VB stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,437 +978 +4.6% 1.68% $5.8M 2026-02-14 (Est.) $275.26
2025 Q3 ADDED 21,459 +118 +0.6% 1.65% $5.5M 2025-11-12 $254.14
2025 Q2 ADDED 21,341 +523 +2.5% 1.69% $5.1M 2025-08-11 $236.97
2025 Q1 ADDED 20,818 +1,976 +10.5% 1.68% $4.6M 2025-05-15 $229.06
2024 Q4 ADDED 18,842 +1,730 +10.1% 1.77% $4.5M 2025-02-18 $245.36
2024 Q3 ADDED 17,112 +2,450 +16.7% 1.59% $4.1M 2024-11-12 $247.80
2024 Q2 REDUCED 14,662 -25 -0.2% 1.37% $3.2M 2024-08-08 $214.73
2024 Q1 ADDED 14,687 +520 +3.7% 1.47% $3.4M 2024-05-15 $220.58
2023 Q4 ADDED 14,167 +1,080 +8.3% 1.55% $3.0M 2024-02-13 $203.68
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Gibraltar Capital Management, Inc. 3Y 7Y 12.63% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81% MBE Wealth Management, LLC 3Y 10.79% White Wing Wealth Management 8.72% McClarren Financial Advisors, Inc. 3Y 8.64% ATMOS ADVISORY, LLC 3Y 8.54% Heartwood Wealth Advisors LLC 3Y 8.48% Plus Group Wealth Advisors LLC 8.45% Ramiah Investment Group 8.32%

FAQ About Pinnacle Financial Group, LLC / IL and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning VB?

Pinnacle Financial Group, LLC / IL reported VB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VB position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for VB was 1.77% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 22,437 shares, equal to 1.68% of portfolio, with an estimated market value of $5.8M.

What does the chart on this VB ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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