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 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	+$5.99K	﹤0.01%	128

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

DecisionPoint Financial's VUG Position: Q2 2026 in Review

DecisionPoint Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $12.6K and leaving 324 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #135.

DecisionPoint Financial first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.5K in Q1 2026. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

DecisionPoint Financial held 324 shares of Vanguard Morningstar Growth ETF worth $27.9K as of Q2 2026.
DecisionPoint Financial sold 150 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Morningstar Growth ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #135 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
DecisionPoint Financial's Vanguard Morningstar Growth ETF position peaked at $34.5K in Q1 2026.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.