Pinnacle Associates’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Pinnacle Associates’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$406K	Hold	1,558	–	–	﹤0.01%	728
2026 Q2	$448K	Hold	1,558	–	–	﹤0.01%	721
2026 Q1	$357K	Hold	1,558	–	–	﹤0.01%	741
2025 Q4	$368K	Hold	1,558	–	–	﹤0.01%	727
2025 Q3	$364K	Hold	1,558	–	–	﹤0.01%	703
2025 Q2	$325K	Hold	1,558	–	–	﹤0.01%	718
2025 Q1	$290K	Hold	1,558	–	–	﹤0.01%	719
2024 Q4	$327K	Buy	+1,558	New	+$336K	﹤0.01%	695

Other funds holding VTWG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Pinnacle Associates's VTWG Position: Q3 2026 in Review

Pinnacle Associates held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q3 2026 at 1,558 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Pinnacle Associates first reported a position in VTWG in Q4 2024 and has held it in 8 quarters since. The position peaked at $448K in Q2 2026. 79 funds tracked by Wall St. Rank hold VTWG as of Q3 2026.

Pinnacle Associates held 1,558 shares of Vanguard Russell 2000 Growth ETF worth $406K as of Q3 2026.
Pinnacle Associates left its Vanguard Russell 2000 Growth ETF share count unchanged in Q3 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #728 holding.
Pinnacle Associates first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's Vanguard Russell 2000 Growth ETF position peaked at $448K in Q2 2026.
79 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q3 2026.

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