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SwitchPoint Financial Planning’s Vanguard 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
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
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SwitchPoint Financial Planning's VUG Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Vanguard Growth ETF (VUG) stake by 0.27% in Q1 2026, buying an estimated $7.47K and bringing the position to 36,018 shares worth $2.62M. The position accounts for 1.78% of the portfolio, ranked #16.

SwitchPoint Financial Planning first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • SwitchPoint Financial Planning held 36,018 shares of Vanguard Growth ETF worth $2.62M as of Q1 2026.
  • SwitchPoint Financial Planning bought 96 Vanguard Growth ETF shares in Q1 2026, an estimated $7.47K.
  • Vanguard Growth ETF made up 1.78% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #16 holding.
  • SwitchPoint Financial Planning first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Vanguard Growth ETF position peaked at $2.92M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.