SwitchPoint Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SwitchPoint Financial Planning’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	$3.1M	Sell	36,017 -1	-0%	-$84	1.79%	14
2026 Q1	$2.62M	Buy	36,018 +96	+0.3%	+$7.47K	1.78%	16
2025 Q4	$2.92M	Sell	35,922 -36	-0.1%	-$2.92K	2.05%	13
2025 Q3	$2.87M	Sell	35,958 -1,164	-3%	-$88.9K	2.08%	14
2025 Q2	$2.71M	Buy	37,122 +7,398	+25%	+$487K	2.22%	13
2025 Q1	$1.84M	Hold	29,724	–	–	1.74%	15
2024 Q4	$2.03M	Buy	+29,724	New	+$2M	1.95%	14

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

SwitchPoint Financial Planning's VUG Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0% in Q2 2026, selling an estimated $84 and leaving 36,017 shares worth $3.1M. The position accounts for 1.79% of the portfolio, ranked #14.

SwitchPoint Financial Planning first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SwitchPoint Financial Planning held 36,017 shares of Vanguard Morningstar Growth ETF worth $3.1M as of Q2 2026.
SwitchPoint Financial Planning sold 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 1.79% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #14 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.