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Pinnacle Family Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Family Advisors’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 		$519K Sell
6,030
-600
-9% -$50.5K 0.22% 80
2026
Q1 		$483K Hold
6,630
– – 0.23% 71
2025
Q4 		$539K Hold
6,630
– – 0.24% 75
2025
Q3 		$530K Sell
6,630
-966
-13% -$73.8K 0.23% 68
2025
Q2 		$555K Sell
7,596
-12
-0.2% -$790 0.27% 65
2025
Q1 		$470K Sell
7,608
-900
-11% -$60.7K 0.26% 75
2024
Q4 		$582K Sell
8,508
-396
-4% -$26.6K 0.28% 61
2024
Q3 		$570K Buy
8,904
+504
+6% +$31.2K 0.3% 64
2024
Q2 		$524K Buy
8,400
+1,950
+30% +$114K 0.29% 56
2024
Q1 		$370K Sell
6,450
-24
-0.4% -$1.32K 0.2% 69
2023
Q4 		$335K Sell
6,474
-11,040
-63% -$533K 0.2% 74
2023
Q3 		$795K Sell
17,514
-11,250
-39% -$531K 0.46% 33
2023
Q2 		$1.36M Buy
28,764
+15,858
+123% +$688K 0.73% 25
2023
Q1 		$537K Sell
12,906
-3,480
-21% -$135K 0.33% 58
2022
Q4 		$582K Sell
16,386
-9,120
-36% -$335K 0.42% 44
2022
Q3 		$910K Buy
+25,506
New +$1.03M 0.79% 26
2022
Q2 		– Sell
-5,256
Closed -$252K – 120
2022
Q1 		$252K Buy
5,256
+1,200
+30% +$56.8K 0.13% 101
2021
Q4 		$217K Sell
4,056
-1,644
-29% -$85.6K 0.1% 100
2021
Q3 		$276K Sell
5,700
-432
-7% -$21.5K 0.12% 108
2021
Q2 		$293K Buy
+6,132
New +$278K 0.13% 100
2018
Q1 		– Sell
-229,230
Closed -$5.37M – 81
2017
Q4 		$5.37M Buy
+229,230
New +$5.26M 2.48% 20
2017
Q3 		– Sell
-285,090
Closed -$6.04M – 79
2017
Q2 		$6.04M Buy
+285,090
New +$5.97M 3.37% 15

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Pinnacle Family Advisors's VUG Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, selling an estimated $50.5K and leaving 6,030 shares worth $519K. The position accounts for 0.22% of the portfolio, ranked #80.

Pinnacle Family Advisors first reported a position in VUG in Q2 2017 and has held it in 22 quarters since. The position peaked at $6.04M in Q2 2017. 2,891 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Pinnacle Family Advisors held 6,030 shares of Vanguard Morningstar Growth ETF worth $519K as of Q2 2026.
  • Pinnacle Family Advisors sold 600 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50.5K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Pinnacle Family Advisors's portfolio in Q2 2026, its #80 holding.
  • Pinnacle Family Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 22 quarters since.
  • Pinnacle Family Advisors's Vanguard Morningstar Growth ETF position peaked at $6.04M in Q2 2017.
  • 2,891 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.