Fort Point Capital Partners’s Vanguard Morningstar 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 Q2	$288K	Hold	3,342	–	–	0.02%	215
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 $1.55T 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

Fort Point Capital Partners's VUG Position: Q2 2026 in Review

Fort Point Capital Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,342 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #215.

Fort Point Capital Partners first reported a position in VUG in Q2 2016 and has held it in 14 quarters since. The position peaked at $480K in Q2 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fort Point Capital Partners held 3,342 shares of Vanguard Morningstar Growth ETF worth $288K as of Q2 2026.
Fort Point Capital Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #215 holding.
Fort Point Capital Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 14 quarters since.
Fort Point Capital Partners's Vanguard Morningstar Growth ETF position peaked at $480K in Q2 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.