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Old Point Trust & Financial Services N A’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Old Point Trust & Financial Services N A’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
2025
Q3 		– Sell
-276
Closed -$20.2K – 334
2025
Q2 		$20.2K Hold
276
– – 0.01% 223
2025
Q1 		$17.1K Hold
276
– – 0.01% 252
2024
Q4 		$18.9K Buy
+276
New +$18.5K 0.01% 235

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Financial Engines Advisors
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UBS Group
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Old Point Trust & Financial Services N A's VUG Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 276 shares — an estimated $20.2K sold.

Old Point Trust & Financial Services N A first reported a position in VUG in Q4 2024 and held it in 3 quarters. The position peaked at $20.2K in Q2 2025. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 276 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $20.2K.
  • Old Point Trust & Financial Services N A first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's Vanguard Morningstar Growth ETF position peaked at $20.2K in Q2 2025.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.