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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Pinnacle Associates's VTWG Position: Q2 2026 in Review

Pinnacle Associates held its Vanguard Russell 2000 Growth ETF (VTWG) position steady in Q2 2026 at 1,558 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Pinnacle Associates first reported a position in VTWG in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Pinnacle Associates held 1,558 shares of Vanguard Russell 2000 Growth ETF worth $448K as of Q2 2026.
  • Pinnacle Associates left its Vanguard Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #721 holding.
  • Pinnacle Associates first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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