Pinnacle Wealth Management Advisory Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2026 Q1	$544K	Sell	4,955 -6	-0.1%	-$701	0.04%	259
2025 Q4	$604K	Sell	4,961 -274	-5%	-$33.4K	0.04%	232
2025 Q3	$631K	Hold	5,235	–	–	0.05%	195
2025 Q2	$572K	Buy	5,235 +1	+0%	+$98	0.05%	203
2025 Q1	$486K	Hold	5,234	–	–	0.05%	212
2024 Q4	$541K	Buy	5,234 +78	+2%	+$7.9K	0.05%	189
2024 Q3	$498K	Buy	5,156 +1,452	+39%	+$135K	0.05%	202
2024 Q2	$347K	Buy	3,704 +250	+7%	+$22K	0.04%	244
2024 Q1	$299K	Hold	3,454	–	–	0.03%	261
2023 Q4	$269K	Buy	+3,454	New	+$251K	0.03%	269

Other funds holding VONG

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VONG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.12% in Q1 2026, selling an estimated $701 and leaving 4,955 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #259.

Pinnacle Wealth Management Advisory Group first reported a position in VONG in Q4 2023 and has held it in 10 quarters since. The position peaked at $631K in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 4,955 shares of Vanguard Russell 1000 Growth ETF worth $544K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 6 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $701.
Vanguard Russell 1000 Growth ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #259 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Russell 1000 Growth ETF position peaked at $631K in Q3 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.