Pinnacle Wealth Management Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$2.06M	Buy	23,942 +662	+3%	+$55.7K	0.12%	126
2026 Q1	$1.69M	Buy	23,280 +1,398	+6%	+$109K	0.12%	133
2025 Q4	$1.78M	Buy	21,882 +3,198	+17%	+$260K	0.12%	118
2025 Q3	$1.49M	Buy	18,684 +348	+2%	+$26.6K	0.11%	121
2025 Q2	$1.34M	Buy	18,336 +2,754	+18%	+$181K	0.11%	123
2025 Q1	$963K	Buy	15,582 +3,894	+33%	+$263K	0.09%	141
2024 Q4	$800K	Buy	11,688 +6,228	+114%	+$418K	0.07%	150
2024 Q3	$349K	Sell	5,460 -600	-10%	-$37.2K	0.03%	253
2024 Q2	$378K	Buy	+6,060	New	+$353K	0.04%	234

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 Wealth Management Advisory Group's VUG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $55.7K and bringing the position to 23,942 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #126.

Pinnacle Wealth Management Advisory Group first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 23,942 shares of Vanguard Morningstar Growth ETF worth $2.06M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 662 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $55.7K.
Vanguard Morningstar Growth ETF made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #126 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.