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Pinnacle Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$303K Buy
+7,068
New +$302K 0.01% 201
2016
Q3 		– Sell
-22,236
Closed -$397K – 156
2016
Q2 		$397K Buy
+22,236
New +$396K 0.03% 80

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pinnacle Advisory Group's VUG Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2021: 7,068 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in VUG as recently as Q2 2016.

Pinnacle Advisory Group first reported a position in VUG in Q2 2016 and has held it in 2 quarters since. The position peaked at $397K in Q2 2016. 1,359 funds tracked by Wall St. Rank hold VUG as of Q1 2021.

  • Pinnacle Advisory Group held 7,068 shares of Vanguard Morningstar Growth ETF worth $303K as of Q1 2021.
  • Vanguard Morningstar Growth ETF was a new Pinnacle Advisory Group position in Q1 2021.
  • Vanguard Morningstar Growth ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #201 holding.
  • Pinnacle Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 2 quarters since.
  • Pinnacle Advisory Group's Vanguard Morningstar Growth ETF position peaked at $397K in Q2 2016.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.