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

Running Point Capital 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
2025 Q4	$122K	Hold	1,506	–	–	0.03%	133
2025 Q3	$120K	Hold	1,506	–	–	0.03%	136
2025 Q2	$110K	Hold	1,506	–	–	0.03%	130
2025 Q1	$93.1K	Buy	1,506 +216	+17%	+$14.6K	0.03%	128
2024 Q4	$88.2K	Hold	1,290	–	–	0.03%	117
2024 Q3	$82.5K	Hold	1,290	–	–	0.03%	108
2024 Q2	$80.4K	Hold	1,290	–	–	0.03%	103
2024 Q1	$74K	Hold	1,290	–	–	0.03%	105
2023 Q4	$66.8K	Hold	1,290	–	–	0.03%	114
2023 Q3	$58.5K	Hold	1,290	–	–	0.03%	111
2023 Q2	$60.8K	Hold	1,290	–	–	0.03%	112
2023 Q1	$53.6K	Buy	+1,290	New	+$50.2K	0.03%	109

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Running Point Capital Advisors's VUG Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q4 2025 at 1,506 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #133.

Running Point Capital Advisors first reported a position in VUG in Q1 2023 and has held it in 12 quarters since. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Running Point Capital Advisors held 1,506 shares of Vanguard Morningstar Growth ETF worth $122K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q4 2025.
Vanguard Morningstar Growth ETF made up 0.03% of Running Point Capital Advisors's portfolio in Q4 2025, its #133 holding.
Running Point Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 12 quarters since.
2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.