ArchPoint Investors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ArchPoint Investors’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	$3.15M	Hold	43,320	–	–	0.75%	31
2025 Q4	$3.52M	Hold	43,320	–	–	0.84%	25
2025 Q3	$3.47M	Hold	43,320	–	–	0.95%	22
2025 Q2	$3.17M	Hold	43,320	–	–	0.93%	24
2025 Q1	$2.68M	Hold	43,320	–	–	0.88%	29
2024 Q4	$2.96M	Hold	43,320	–	–	0.97%	24
2024 Q3	$2.77M	Hold	43,320	–	–	0.93%	25
2024 Q2	$2.7M	Hold	43,320	–	–	1.02%	28
2024 Q1	$2.49M	Buy	+43,320	New	+$2.38M	1.04%	27

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

ArchPoint Investors's VUG Position: Q1 2026 in Review

ArchPoint Investors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 43,320 shares worth $3.15M. The position accounts for 0.75% of the portfolio, ranked #31.

ArchPoint Investors first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.52M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

ArchPoint Investors held 43,320 shares of Vanguard Morningstar Growth ETF worth $3.15M as of Q1 2026.
ArchPoint Investors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.75% of ArchPoint Investors's portfolio in Q1 2026, its #31 holding.
ArchPoint Investors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
ArchPoint Investors's Vanguard Morningstar Growth ETF position peaked at $3.52M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.