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BluePointe Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BluePointe Capital Management’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
2025
Q1 		$410K Buy
6,642
+264
+4% +$17.8K 0.16% 85
2024
Q4 		$436K Buy
6,378
+6
+0.1% +$403 0.25% 69
2024
Q3 		$408K Hold
6,372
– – 0.26% 70
2024
Q2 		$398K Hold
6,372
– – 0.27% 68
2024
Q1 		$366K Buy
6,372
+150
+2% +$8.25K 0.25% 74
2023
Q4 		$322K Buy
+6,222
New +$300K 0.24% 74

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BluePointe Capital Management's VUG Position: Q1 2025 in Review

BluePointe Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q1 2025, buying an estimated $17.8K and bringing the position to 6,642 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #85.

BluePointe Capital Management first reported a position in VUG in Q4 2023 and has held it in 6 quarters since. The position peaked at $436K in Q4 2024. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • BluePointe Capital Management held 6,642 shares of Vanguard Morningstar Growth ETF worth $410K as of Q1 2025.
  • BluePointe Capital Management bought 264 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $17.8K.
  • Vanguard Morningstar Growth ETF made up 0.16% of BluePointe Capital Management's portfolio in Q1 2025, its #85 holding.
  • BluePointe Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • BluePointe Capital Management's Vanguard Morningstar Growth ETF position peaked at $436K in Q4 2024.
  • 2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.