Pinnacle Wealth Planning Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pinnacle Wealth Planning Services’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	$1.04M	Buy	12,081 +867	+8%	+$73K	0.1%	114
2026 Q1	$816K	Buy	11,214 +10,770	+2,426%	+$838K	0.08%	131
2025 Q4	$36.1K	Buy	+444	New	+$36K	﹤0.01%	1410
2021 Q1	–	Sell	-1,044	Closed	-$44K	–	1916
2020 Q4	$44K	Buy	+1,044	New	+$41.7K	0.01%	852

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 Planning Services's VUG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.7% in Q2 2026, buying an estimated $73K and bringing the position to 12,081 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #114.

Pinnacle Wealth Planning Services first reported a position in VUG in Q4 2020 and has held it in 4 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Pinnacle Wealth Planning Services held 12,081 shares of Vanguard Morningstar Growth ETF worth $1.04M as of Q2 2026.
Pinnacle Wealth Planning Services bought 867 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $73K.
Vanguard Morningstar Growth ETF made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #114 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 4 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.