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 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

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

Guidance Point Advisors's VUG Position: Q2 2026 in Review

Guidance Point Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.26% in Q2 2026, buying an estimated $841 and bringing the position to 3,808 shares worth $328K. 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 10 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Guidance Point Advisors held 3,808 shares of Vanguard Morningstar Growth ETF worth $328K as of Q2 2026.
Guidance Point Advisors bought 10 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $841.
Vanguard Morningstar Growth ETF made up 0.07% of Guidance Point Advisors's portfolio in Q2 2026, its #79 holding.
Guidance Point Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.