Pinnacle Wealth Management Advisory Group’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group increased its Vanguard Growth ETF (VUG) stake by 6.4% in Q1 2026, buying an estimated $109K and bringing the position to 23,280 shares worth $1.69M. The position accounts for 0.12% of the portfolio, ranked #133.

Pinnacle Wealth Management Advisory Group first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 23,280 shares of Vanguard Growth ETF worth $1.69M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 1,398 Vanguard Growth ETF shares in Q1 2026, an estimated $109K.
Vanguard Growth ETF made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #133 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Growth ETF position peaked at $1.78M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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