Guidance Point Advisors’s Vanguard 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 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

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

Guidance Point Advisors's VUG Position: Q1 2026 in Review

Guidance Point Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.63% in Q1 2026, selling an estimated $1.87K and leaving 3,798 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #79.

Guidance Point Advisors first reported a position in VUG in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Guidance Point Advisors held 3,798 shares of Vanguard Growth ETF worth $277K as of Q1 2026.
Guidance Point Advisors sold 24 Vanguard Growth ETF shares in Q1 2026, an estimated $1.87K.
Vanguard Growth ETF made up 0.07% of Guidance Point Advisors's portfolio in Q1 2026, its #79 holding.
Guidance Point Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 9 quarters since.
Guidance Point Advisors's Vanguard Growth ETF position peaked at $311K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.