SP
VUG icon

Stablepoint Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stablepoint 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 		$1.61M Buy
18,660
+1,680
+10% +$141K 0.22% 128
2026
Q1 		$1.24M Sell
16,980
-162
-0.9% -$12.6K 0.18% 145
2025
Q4 		$1.39M Buy
17,142
+1,524
+10% +$124K 0.22% 129
2025
Q3 		$1.25M Sell
15,618
-630
-4% -$48.1K 0.2% 138
2025
Q2 		$1.19M Buy
16,248
+1,350
+9% +$88.9K 0.2% 138
2025
Q1 		$921K Buy
14,898
+510
+4% +$34.4K 0.17% 148
2024
Q4 		$984K Buy
14,388
+12
+0.1% +$806 0.18% 145
2024
Q3 		$920K Sell
14,376
-288
-2% -$17.9K 0.17% 144
2024
Q2 		$887K Sell
14,664
-246
-2% -$14.3K 0.17% 143
2024
Q1 		$855K Buy
14,910
+1,392
+10% +$76.5K 0.17% 145
2023
Q4 		$700K Buy
+13,518
New +$653K 0.18% 140

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Stablepoint Partners's VUG Position: Q2 2026 in Review

Stablepoint Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 9.9% in Q2 2026, buying an estimated $141K and bringing the position to 18,660 shares worth $1.61M. The position accounts for 0.22% of the portfolio, ranked #128.

Stablepoint Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Stablepoint Partners held 18,660 shares of Vanguard Morningstar Growth ETF worth $1.61M as of Q2 2026.
  • Stablepoint Partners bought 1,680 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $141K.
  • Vanguard Morningstar Growth ETF made up 0.22% of Stablepoint Partners's portfolio in Q2 2026, its #128 holding.
  • Stablepoint Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.