BridgePort Financial Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BridgePort Financial Solutions’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	$5.32M	Sell	61,807 -5,021	-8%	-$422K	1.36%	20
2026 Q1	$4.86M	Buy	66,828 +6,294	+10%	+$490K	1.38%	15
2025 Q4	$4.92M	Sell	60,534 -342	-0.6%	-$27.8K	1.32%	17
2025 Q3	$4.87M	Sell	60,876 -2,070	-3%	-$158K	1.31%	16
2025 Q2	$4.6M	Buy	62,946 +1,440	+2%	+$94.8K	1.53%	15
2025 Q1	$3.8M	Buy	61,506 +1,608	+3%	+$108K	1.71%	11
2024 Q4	$3.98M	Buy	+59,898	New	+$4.02M	1.8%	10

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

BridgePort Financial Solutions's VUG Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.5% in Q2 2026, selling an estimated $422K and leaving 61,807 shares worth $5.32M. The position accounts for 1.36% of the portfolio, ranked #20.

BridgePort Financial Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BridgePort Financial Solutions held 61,807 shares of Vanguard Morningstar Growth ETF worth $5.32M as of Q2 2026.
BridgePort Financial Solutions sold 5,021 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $422K.
Vanguard Morningstar Growth ETF made up 1.36% of BridgePort Financial Solutions's portfolio in Q2 2026, its #20 holding.
BridgePort Financial Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.