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

Guidance Point 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 Q3	$344K	Buy	3,812 +4	+0.1%	+$350	0.07%	77
2026 Q2	$328K	Buy	3,808 +10	+0.3%	+$841	0.07%	79
2026 Q1	$277K	Sell	3,798 -24	-0.6%	-$1.87K	0.07%	79
2025 Q4	$311K	Buy	3,822 +186	+5%	+$15.1K	0.07%	76
2025 Q3	$291K	Hold	3,636	–	–	0.07%	75
2025 Q2	$266K	Hold	3,636	–	–	0.07%	74
2025 Q1	$225K	Buy	3,636 +222	+7%	+$15K	0.06%	77
2024 Q4	$233K	Buy	3,414 +6	+0.2%	+$403	0.07%	75
2024 Q3	$218K	Buy	3,408 +6	+0.2%	+$372	0.06%	80
2024 Q2	$212K	Sell	3,402 -1,308	-28%	-$76.3K	0.07%	76
2024 Q1	$270K	Buy	+4,710	New	+$259K	0.09%	68

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Guidance Point Advisors's VUG Position: Q3 2026 in Review

Guidance Point Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.11% in Q3 2026, buying an estimated $350 and bringing the position to 3,812 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #77.

Guidance Point Advisors first reported a position in VUG in Q1 2024 and has held it in 11 quarters since. 1,788 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Guidance Point Advisors held 3,812 shares of Vanguard Morningstar Growth ETF worth $344K as of Q3 2026.
Guidance Point Advisors bought 4 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $350.
Vanguard Morningstar Growth ETF made up 0.07% of Guidance Point Advisors's portfolio in Q3 2026, its #77 holding.
Guidance Point Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 11 quarters since.
1,788 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.