Single Point Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Single Point 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
2026 Q2	$938K	Sell	10,888 -266	-2%	-$22.4K	0.17%	38
2026 Q1	$812K	Buy	11,154 +222	+2%	+$17.3K	0.16%	42
2025 Q4	$889K	Hold	10,932	–	–	0.18%	40
2025 Q3	$874K	Hold	10,932	–	–	0.18%	41
2025 Q2	$800K	Sell	10,932 -354	-3%	-$23.3K	0.18%	43
2025 Q1	$698K	Hold	11,286	–	–	0.16%	44
2024 Q4	$772K	Buy	+11,286	New	+$758K	0.18%	41
2024 Q2	–	Sell	-11,616	Closed	-$666K	–	78
2024 Q1	$666K	Sell	11,616 -150	-1%	-$8.25K	0.15%	47
2023 Q4	$610K	Hold	11,766	–	–	0.15%	47
2023 Q3	$534K	Buy	+11,766	New	+$556K	0.14%	46
2023 Q2	–	Sell	-38,778	Closed	-$1.61M	–	164
2023 Q1	$1.61M	Buy	38,778 +6	+0%	+$233	0.35%	34
2022 Q4	$1.38M	Buy	38,772 +12	+0%	+$441	0.33%	37
2022 Q3	$1.38M	Buy	38,760 +6	+0%	+$241	0.38%	34
2022 Q2	$1.44M	Buy	38,754 +6	+0%	+$246	0.39%	30
2022 Q1	$1.86M	Sell	38,748 -24	-0.1%	-$1.14K	0.47%	28
2021 Q4	$2.07M	Buy	+38,772	New	+$2.02M	0.56%	24
2021 Q2	–	Sell	-39,210	Closed	-$1.71M	–	98
2021 Q1	$1.71M	Buy	39,210 +6	+0%	+$257	0.62%	20
2020 Q4	$1.66M	Buy	39,204 +26,904	+219%	+$1.07M	0.75%	23
2020 Q3	$467K	Hold	12,300	–	–	0.25%	41
2020 Q2	$414K	Hold	12,300	–	–	0.24%	41
2020 Q1	$321K	Buy	12,300 +5,604	+84%	+$168K	0.22%	45
2019 Q4	$203K	Buy	+6,696	New	+$193K	0.12%	62

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

Single Point Partners's VUG Position: Q2 2026 in Review

Single Point Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $22.4K and leaving 10,888 shares worth $938K. The position accounts for 0.17% of the portfolio, ranked #38.

Single Point Partners first reported a position in VUG in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.07M in Q4 2021. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Single Point Partners held 10,888 shares of Vanguard Morningstar Growth ETF worth $938K as of Q2 2026.
Single Point Partners sold 266 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Morningstar Growth ETF made up 0.17% of Single Point Partners's portfolio in Q2 2026, its #38 holding.
Single Point Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 22 quarters since.
Single Point Partners's Vanguard Morningstar Growth ETF position peaked at $2.07M in Q4 2021.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.