DecisionPoint Financial’s Vanguard Growth ETF VUG Stock Holding History

DecisionPoint Financial’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	$34.5K	Buy	474 +150	+46%	+$11.7K	0.01%	104
2025 Q4	$26.3K	Buy	324 +174	+116%	+$14.1K	0.01%	119
2025 Q3	$12K	Sell	150 -12	-7%	-$917	﹤0.01%	131
2025 Q2	$11.7K	Buy	162 +24	+17%	+$1.58K	﹤0.01%	137
2025 Q1	$8.53K	Hold	138	–	–	﹤0.01%	161
2024 Q4	$9.44K	Hold	138	–	–	﹤0.01%	166
2024 Q3	$8.83K	Hold	138	–	–	﹤0.01%	166
2024 Q2	$8.45K	Hold	138	–	–	﹤0.01%	161
2024 Q1	$7.71K	Hold	138	–	–	﹤0.01%	175
2023 Q4	$7.15K	Hold	138	–	–	﹤0.01%	141
2023 Q3	$6.26K	Hold	138	–	–	﹤0.01%	145
2023 Q2	$6.51K	Buy	+138	New	+$5.99K	﹤0.01%	128

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

DecisionPoint Financial's VUG Position: Q1 2026 in Review

DecisionPoint Financial increased its Vanguard Growth ETF (VUG) stake by 46% in Q1 2026, buying an estimated $11.7K and bringing the position to 474 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #104.

DecisionPoint Financial first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

DecisionPoint Financial held 474 shares of Vanguard Growth ETF worth $34.5K as of Q1 2026.
DecisionPoint Financial bought 150 Vanguard Growth ETF shares in Q1 2026, an estimated $11.7K.
Vanguard Growth ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #104 holding.
DecisionPoint Financial first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 12 quarters since.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.