Pinnacle Associates
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Pinnacle Associates’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Pinnacle Associates’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$693K Sell
5,377
-9
-0.2% -$1.13K 0.01% 607
2026
Q2 		$688K Hold
5,386
– – 0.01% 614
2026
Q1 		$591K Sell
5,386
-6
-0.1% -$701 0.01% 616
2025
Q4 		$656K Sell
5,392
-349
-6% -$42.6K 0.01% 599
2025
Q3 		$692K Hold
5,741
– – 0.01% 577
2025
Q2 		$627K Buy
5,741
+71
+1% +$6.99K 0.01% 588
2025
Q1 		$526K Hold
5,670
– – 0.01% 605
2024
Q4 		$586K Buy
5,670
+1,930
+52% +$195K 0.01% 574
2024
Q3 		$292K Sell
3,740
-425
-10% -$39.7K 0.01% 681
2024
Q2 		$391K Buy
4,165
+125
+3% +$11K 0.01% 638
2024
Q1 		$350K Buy
4,040
+300
+8% +$24.9K 0.01% 660
2023
Q4 		$292K Buy
+3,740
New +$272K ﹤0.01% 691

Other funds holding VONG

Truist Financial
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Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM

Pinnacle Associates's VONG Position: Q3 2026 in Review

Pinnacle Associates reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.17% in Q3 2026, selling an estimated $1.13K and leaving 5,377 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #607.

Pinnacle Associates first reported a position in VONG in Q4 2023 and has held it in 12 quarters since. 385 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Pinnacle Associates held 5,377 shares of Vanguard Russell 1000 Growth ETF worth $693K as of Q3 2026.
  • Pinnacle Associates sold 9 Vanguard Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.13K.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #607 holding.
  • Pinnacle Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.