Pinnacle Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Pinnacle Wealth 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
2021 Q2	$30.8M	Buy	+644,988	New	+$29.3M	1.25%	14

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Advisors's VUG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q2 2021: 644,988 shares worth $30.8M. The stake represents 1.25% of the portfolio and ranks #14 among its holdings.

1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

Pinnacle Wealth Advisors held 644,988 shares of Vanguard Growth ETF worth $30.8M as of Q2 2021.
Vanguard Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Growth ETF made up 1.25% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #14 holding.
1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.