HAG
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HighPoint Advisor Group’s Vanguard Growth ETF VUG Stock Holding History

HighPoint Advisor Group’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 		$5.22M Buy
71,640
+2,478
+4% +$193K 0.22% 95
2025
Q4 		$5.62M Buy
+69,162
New +$5.61M 0.12% 143

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighPoint Advisor Group's VUG Position: Q1 2026 in Review

HighPoint Advisor Group increased its Vanguard Growth ETF (VUG) stake by 3.6% in Q1 2026, buying an estimated $193K and bringing the position to 71,640 shares worth $5.22M. The position accounts for 0.22% of the portfolio, ranked #95.

HighPoint Advisor Group first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.62M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • HighPoint Advisor Group held 71,640 shares of Vanguard Growth ETF worth $5.22M as of Q1 2026.
  • HighPoint Advisor Group bought 2,478 Vanguard Growth ETF shares in Q1 2026, an estimated $193K.
  • Vanguard Growth ETF made up 0.22% of HighPoint Advisor Group's portfolio in Q1 2026, its #95 holding.
  • HighPoint Advisor Group first reported a position in Vanguard Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • HighPoint Advisor Group's Vanguard Growth ETF position peaked at $5.62M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.