Pinnacle Financial Group, LLC / IL VHT β€” VANGUARD WORLD FD

Ownership history in Pinnacle Financial Group, LLC / IL  Β·  4 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported VANGUARD WORLD FD (VHT) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.55% in 2025 Q4. The latest visible filing shows VHT at 0.55% 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.

What this VHT 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 WORLD FD, 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

VHT was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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.

VHT stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 6,634 +283 +4.5% 0.55% $1.9M 2026-02-14 (Est.) $289.32
2025 Q3 ADDED β€” β€” β€” 6,351 +3,167 +99.5% 0.50% $1.6M 2025-11-12 $281.81
2025 Q2 ADDED β€” β€” β€” 3,184 +17 +0.5% 0.26% $791K 2025-08-11 $238.06
2025 Q1 INITIATED β€” β€” β€” 3,167 β€” β€” 0.30% $838K 2025-05-15 $235.59

🏒 Other funds also holding VHT

As of 2026 Q1 β€” sorted by position size

Wheelhouse Advisory Group LLC 7.69% Allied Investment Advisors, LLC 3Y 7Y 6.7% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.25% RCW Management, LLC 3.18% Capital Advantage, Inc. 3Y 7Y 3.17% Marotta Asset Management 3Y 2.7% TRUST CO OF OKLAHOMA 3Y 7Y 2.67% WASHINGTON GROWTH STRATEGIES LLC 2.65% Artesa Financial Group, LLC 2.3% Sharper & Granite LLC 3Y 2.28%

FAQ About Pinnacle Financial Group, LLC / IL and VHT

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 VHT?

Pinnacle Financial Group, LLC / IL reported VHT across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for VHT was 0.55% in 2025 Q4.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 6,634 shares, equal to 0.55% of portfolio, with an estimated market value of $1.9M.

What does the chart on this VHT ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly VHT 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.

How well did Pinnacle Financial Group, LLC / IL time their VHT position?

Based on 13F filing dates vs. subsequent VHT price moves, Pinnacle Financial Group, LLC / IL correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VHT relative to SPY over the holding period was +8.3%.

← Back to Pinnacle Financial Group, LLC / IL Holdings