Fort Point Capital Partners’s Vanguard Growth ETF VUG Stock Holding History

Fort Point Capital Partners’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	$243K	Hold	3,342	–	–	0.03%	206
2025 Q4	$270K	Hold	3,342	–	–	0.03%	203
2025 Q3	$267K	Sell	3,342 -3,222	-49%	-$246K	0.03%	193
2025 Q2	$480K	Buy	6,564 +2,910	+80%	+$192K	0.03%	227
2025 Q1	$226K	Hold	3,654	–	–	0.02%	293
2024 Q4	$250K	Hold	3,654	–	–	0.03%	275
2024 Q3	$234K	Buy	+3,654	New	+$226K	0.03%	263
2022 Q1	–	Sell	-5,142	Closed	-$275K	–	313
2021 Q4	$275K	Hold	5,142	–	–	0.04%	233
2021 Q3	$249K	Hold	5,142	–	–	0.04%	215
2021 Q2	$246K	Hold	5,142	–	–	0.05%	146
2021 Q1	$220K	Hold	5,142	–	–	0.05%	143
2020 Q4	$217K	Buy	+5,142	New	+$205K	0.05%	139
2016 Q3	–	Sell	-11,526	Closed	-$206K	–	156
2016 Q2	$206K	Buy	+11,526	New	+$205K	0.1%	110

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

Fort Point Capital Partners's VUG Position: Q1 2026 in Review

Fort Point Capital Partners held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 3,342 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #206.

Fort Point Capital Partners first reported a position in VUG in Q2 2016 and has held it in 13 quarters since. The position peaked at $480K in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Fort Point Capital Partners held 3,342 shares of Vanguard Growth ETF worth $243K as of Q1 2026.
Fort Point Capital Partners left its Vanguard Growth ETF share count unchanged in Q1 2026.
Vanguard Growth ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #206 holding.
Fort Point Capital Partners first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 13 quarters since.
Fort Point Capital Partners's Vanguard Growth ETF position peaked at $480K in Q2 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.