DecisionPoint Financial’s Vanguard Morningstar 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 Q3	$29.2K	Hold	324	–	–	0.01%	169
2026 Q2	$27.9K	Sell	324 -150	-32%	-$12.6K	0.01%	135
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	+$5.98K	﹤0.01%	128

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

DecisionPoint Financial's VUG Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 324 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #169.

DecisionPoint Financial first reported a position in VUG in Q2 2023 and has held it in 14 quarters since. The position peaked at $34.5K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

DecisionPoint Financial held 324 shares of Vanguard Morningstar Growth ETF worth $29.2K as of Q3 2026.
DecisionPoint Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #169 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 14 quarters since.
DecisionPoint Financial's Vanguard Morningstar Growth ETF position peaked at $34.5K in Q1 2026.
1,232 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.