Spirepoint Private Client’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Spirepoint Private Client’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	$576K	Buy	6,692 +470	+8%	+$39.5K	0.05%	184
2026 Q1	$453K	Hold	6,222	–	–	0.04%	196
2025 Q4	$506K	Sell	6,222 -72	-1%	-$5.84K	0.05%	174
2025 Q3	$503K	Sell	6,294 -24	-0.4%	-$1.83K	0.05%	172
2025 Q2	$462K	Buy	6,318 +2,664	+73%	+$175K	0.05%	164
2025 Q1	$226K	Buy	+3,654	New	+$246K	0.03%	197
2024 Q3	–	Sell	-3,210	Closed	-$200K	–	219
2024 Q2	$200K	Buy	+3,210	New	+$187K	0.03%	203

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

Spirepoint Private Client's VUG Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.6% in Q2 2026, buying an estimated $39.5K and bringing the position to 6,692 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #184.

Spirepoint Private Client first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Spirepoint Private Client held 6,692 shares of Vanguard Morningstar Growth ETF worth $576K as of Q2 2026.
Spirepoint Private Client bought 470 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $39.5K.
Vanguard Morningstar Growth ETF made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #184 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.