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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
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% -$42.5K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Associates's VONG Position: Q2 2026 in Review

Pinnacle Associates held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 5,386 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #614.

Pinnacle Associates first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. The position peaked at $692K in Q3 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Pinnacle Associates held 5,386 shares of Vanguard Russell 1000 Growth ETF worth $688K as of Q2 2026.
  • Pinnacle Associates left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #614 holding.
  • Pinnacle Associates first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Pinnacle Associates's Vanguard Russell 1000 Growth ETF position peaked at $692K in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.