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Shorepoint Capital Partners’s Vanguard Growth ETF VUG Stock Holding History

Shorepoint Capital Partners’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 		$313K Buy
+3,918
New +$299K 0.06% 91
2025
Q1 		$334K Buy
5,406
+48
+0.9% +$3.24K 0.08% 92
2024
Q4 		$366K Buy
5,358
+54
+1% +$3.63K 0.08% 89
2024
Q3 		$339K Sell
5,304
-306
-5% -$19K 0.08% 87
2024
Q2 		$350K Sell
5,610
-6
-0.1% -$350 0.08% 87
2024
Q1 		$322K Buy
5,616
+180
+3% +$9.9K 0.08% 86
2023
Q4 		$282K Sell
5,436
-732
-12% -$35.3K 0.08% 88
2023
Q3 		$280K Sell
6,168
-6
-0.1% -$283 0.08% 93
2023
Q2 		$291K Buy
6,174
+48
+0.8% +$2.08K 0.08% 97
2023
Q1 		$255K Buy
6,126
+330
+6% +$12.8K 0.07% 108
2022
Q4 		$206K Buy
5,796
+42
+0.7% +$1.54K 0.06% 135
2022
Q3 		$205K Buy
5,754
+42
+0.7% +$1.69K 0.1% 74
2022
Q2 		$212K Buy
5,712
+372
+7% +$15.3K 0.09% 77
2022
Q1 		$256K Buy
5,340
+414
+8% +$19.6K 0.11% 71
2021
Q4 		$263K Sell
4,926
-126
-2% -$6.56K 0.11% 72
2021
Q3 		$244K Buy
+5,052
New +$251K 0.11% 75

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Shorepoint Capital Partners's VUG Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Vanguard Growth ETF (VUG) in Q3 2025: 3,918 shares worth $313K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VUG as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VUG in Q3 2021 and has held it in 16 quarters since. The position peaked at $366K in Q4 2024. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Shorepoint Capital Partners held 3,918 shares of Vanguard Growth ETF worth $313K as of Q3 2025.
  • Vanguard Growth ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Vanguard Growth ETF made up 0.06% of Shorepoint Capital Partners's portfolio in Q3 2025, its #91 holding.
  • Shorepoint Capital Partners first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 16 quarters since.
  • Shorepoint Capital Partners's Vanguard Growth ETF position peaked at $366K in Q4 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.