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Pinnacle Private Wealth’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Pinnacle Private Wealth’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
2022
Q1 		– Sell
-3,260
Closed -$256K – 335
2021
Q4 		$256K Buy
+3,260
New +$249K 0.08% 243

Other funds holding VONG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Private Wealth's VONG Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2022, closing a stake of 3,260 shares — an estimated $256K sold.

Pinnacle Private Wealth first reported a position in VONG in Q4 2021 and held it in 1 quarter. The position peaked at $256K in Q4 2021. 340 funds tracked by Wall St. Rank hold VONG as of Q1 2022.

  • Pinnacle Private Wealth reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 3,260 Vanguard Russell 1000 Growth ETF shares in Q1 2022, an estimated $256K.
  • Pinnacle Private Wealth first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Private Wealth's Vanguard Russell 1000 Growth ETF position peaked at $256K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.