Great Point Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Great Point Wealth Advisors’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	$448K	Buy	5,196 +1,230	+31%	+$103K	0.07%	51
2026 Q1	$289K	Hold	3,966	–	–	0.05%	55
2025 Q4	$322K	Buy	3,966 +102	+3%	+$8.28K	0.06%	55
2025 Q3	$309K	Buy	+3,864	New	+$295K	0.06%	53
2025 Q1	$209K	Hold	3,384	–	–	0.05%	55
2024 Q4	$231K	Hold	3,384	–	–	0.05%	55
2024 Q3	$217K	Hold	3,384	–	–	0.05%	57
2024 Q2	$211K	Buy	+3,384	New	+$197K	0.05%	52
2024 Q1	–	Sell	-4,104	Closed	-$213K	–	65
2023 Q4	$213K	Buy	+4,104	New	+$198K	0.06%	59

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

Great Point Wealth Advisors's VUG Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q2 2026, buying an estimated $103K and bringing the position to 5,196 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #51.

Great Point Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Great Point Wealth Advisors held 5,196 shares of Vanguard Morningstar Growth ETF worth $448K as of Q2 2026.
Great Point Wealth Advisors bought 1,230 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $103K.
Vanguard Morningstar Growth ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Great Point Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.