Pinnacle Bancorp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Bancorp’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
2026 Q2	$3.48M	Buy	40,365 +9,591	+31%	+$807K	0.9%	26
2026 Q1	$2.24M	Buy	30,774 +72	+0.2%	+$5.6K	0.66%	35
2025 Q4	$2.5M	Sell	30,702 -750	-2%	-$60.9K	0.73%	30
2025 Q3	$2.51M	Buy	31,452 +30	+0.1%	+$2.29K	0.74%	30
2025 Q2	$2.3M	Buy	31,422 +180	+0.6%	+$11.9K	0.71%	30
2025 Q1	$1.93M	Buy	31,242 +714	+2%	+$48.1K	0.63%	35
2024 Q4	$2.09M	Sell	30,528 -1,152	-4%	-$77.4K	0.68%	31
2024 Q3	$2.03M	Sell	31,680 -1,338	-4%	-$82.9K	0.54%	33
2024 Q2	$2.06M	Buy	33,018 +108	+0.3%	+$6.3K	0.61%	28
2024 Q1	$1.89M	Sell	32,910 -894	-3%	-$49.2K	0.56%	30
2023 Q4	$1.75M	Sell	33,804 -414	-1%	-$20K	0.57%	30
2023 Q3	$1.55M	Sell	34,218 -336	-1%	-$15.9K	0.55%	34
2023 Q2	$1.63M	Buy	34,554 +630	+2%	+$27.3K	0.56%	35
2023 Q1	$1.41M	Sell	33,924 -372	-1%	-$14.5K	0.52%	37
2022 Q4	$1.22M	Buy	34,296 +1,218	+4%	+$44.8K	0.47%	40
2022 Q3	$1.18M	Buy	33,078 +510	+2%	+$20.5K	0.51%	39
2022 Q2	$1.21M	Buy	32,568 +17,226	+112%	+$708K	0.5%	40
2022 Q1	$735K	Buy	15,342 +6	+0%	+$284	0.26%	59
2021 Q4	$820K	Buy	15,336 +12	+0.1%	+$625	0.29%	61
2021 Q3	$741K	Buy	15,324 +6	+0%	+$299	0.3%	63
2021 Q2	$732K	Sell	15,318 -1,554	-9%	-$70.6K	0.33%	57
2021 Q1	$723K	Buy	16,872 +12	+0.1%	+$513	0.35%	53
2020 Q4	$712K	Sell	16,860 -432	-2%	-$17.2K	0.44%	50
2020 Q3	$656K	Sell	17,292 -138	-0.8%	-$5.09K	0.46%	48
2020 Q2	$587K	Buy	17,430 +18	+0.1%	+$554	0.44%	51
2020 Q1	$455K	Sell	17,412 -492	-3%	-$14.7K	0.39%	55
2019 Q4	$544K	Buy	17,904 +24	+0.1%	+$693	0.38%	53
2019 Q3	$495K	Buy	17,880 +54	+0.3%	+$1.5K	0.28%	57
2019 Q2	$485K	Sell	17,826 -756	-4%	-$20.2K	0.27%	57
2019 Q1	$484K	Buy	18,582 +6	+0%	+$148	0.28%	57
2018 Q4	$416K	Buy	+18,576	New	+$450K	0.26%	62
2017 Q1	$367K	Buy	+18,108	New	+$357K	0.26%	63

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Pinnacle Bancorp's VUG Position: Q2 2026 in Review

Pinnacle Bancorp increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q2 2026, buying an estimated $807K and bringing the position to 40,365 shares worth $3.48M. The position accounts for 0.9% of the portfolio, ranked #26.

Pinnacle Bancorp first reported a position in VUG in Q1 2017 and has held it in 32 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pinnacle Bancorp held 40,365 shares of Vanguard Morningstar Growth ETF worth $3.48M as of Q2 2026.
Pinnacle Bancorp bought 9,591 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $807K.
Vanguard Morningstar Growth ETF made up 0.9% of Pinnacle Bancorp's portfolio in Q2 2026, its #26 holding.
Pinnacle Bancorp first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 32 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.