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Towerpoint Wealth’s Vanguard Growth ETF VUG Stock Holding History

Towerpoint Wealth’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 		$31M Sell
360,346
-14,282
-4% -$1.2M 10.74% 2
2026
Q1 		$27.3M Sell
374,628
-570
-0.2% -$44.3K 11.01% 2
2025
Q4 		$30.5M Sell
375,198
-3,288
-0.9% -$267K 12.08% 2
2025
Q3 		$30.3M Sell
378,486
-7,764
-2% -$593K 12.38% 1
2025
Q2 		$28.2M Buy
386,250
+6,540
+2% +$431K 12.51% 1
2025
Q1 		$23.5M Sell
379,710
-24,126
-6% -$1.63M 11.63% 2
2024
Q4 		$27.6M Buy
403,836
+3,876
+1% +$260K 13.53% 1
2024
Q3 		$25.6M Sell
399,960
-7,908
-2% -$490K 12.13% 1
2024
Q2 		$25.4M Sell
407,868
-20,490
-5% -$1.19M 12.69% 1
2024
Q1 		$24.6M Sell
428,358
-3,666
-0.8% -$202K 12.34% 1
2023
Q4 		$22.4M Sell
432,024
-7,770
-2% -$375K 12.2% 1
2023
Q3 		$20M Buy
439,794
+2,706
+0.6% +$128K 11.85% 1
2023
Q2 		$20.6M Sell
437,088
-7,488
-2% -$325K 11.61% 1
2023
Q1 		$18.5M Buy
444,576
+15,378
+4% +$598K 10.58% 1
2022
Q4 		$15.2M Buy
429,198
+2,250
+0.5% +$82.8K 8.8% 3
2022
Q3 		$15.2M Buy
426,948
+28,110
+7% +$1.13M 9.18% 2
2022
Q2 		$14.8M Buy
398,838
+39,804
+11% +$1.64M 8.85% 3
2022
Q1 		$17.2M Sell
359,034
-936
-0.3% -$44.3K 8.54% 3
2021
Q4 		$19.3M Buy
359,970
+29,088
+9% +$1.52M 9.11% 2
2021
Q3 		$16M Buy
330,882
+28,854
+10% +$1.44M 7.97% 2
2021
Q2 		$14.4M Sell
302,028
-19,710
-6% -$895K 7.17% 2
2021
Q1 		$13.8M Sell
321,738
-20,322
-6% -$869K 6.61% 3
2020
Q4 		$14.4M Sell
342,060
-10,350
-3% -$413K 7.22% 3
2020
Q3 		$13.4M Sell
352,410
-12,834
-4% -$474K 7.43% 3
2020
Q2 		$12.3M Sell
365,244
-1,620
-0.4% -$49.8K 7.66% 3
2020
Q1 		$9.58M Buy
366,864
+7,362
+2% +$220K 7.59% 2
2019
Q4 		$10.9M Buy
359,502
+13,680
+4% +$395K 7.21% 3
2019
Q3 		$9.58M Buy
345,822
+4,830
+1% +$134K 6.51% 3
2019
Q2 		$9.5M Buy
340,992
+12,492
+4% +$334K 6.66% 3
2019
Q1 		$8.56M Buy
328,500
+38,700
+13% +$955K 5.98% 5
2018
Q4 		$6.49M Sell
289,800
-35,904
-11% -$870K 5.2% 5
2018
Q3 		$8.74M Buy
325,704
+72,390
+29% +$1.89M 7.26% 5
2018
Q2 		$6.33M Buy
253,314
+86,850
+52% +$2.13M 5.95% 5
2018
Q1 		$3.94M Buy
166,464
+66,822
+67% +$1.63M 4.36% 13
2017
Q4 		$2.34M Buy
+99,642
New +$2.29M 3.09% 13

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Towerpoint Wealth's VUG Position: Q2 2026 in Review

Towerpoint Wealth reduced its Vanguard Growth ETF (VUG) stake by 3.8% in Q2 2026, selling an estimated $1.2M and leaving 360,346 shares worth $31M. The position accounts for 10.74% of the portfolio, ranked #2.

Towerpoint Wealth first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 757 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Towerpoint Wealth held 360,346 shares of Vanguard Growth ETF worth $31M as of Q2 2026.
  • Towerpoint Wealth sold 14,282 Vanguard Growth ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard Growth ETF made up 10.74% of Towerpoint Wealth's portfolio in Q2 2026, its #2 holding.
  • Towerpoint Wealth first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 757 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.