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TritonPoint Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

TritonPoint 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 		$36.7M Sell
426,520
-133,784
-24% -$11.3M 3.61% 5
2026
Q1 		$40.8M Buy
560,304
+15,612
+3% +$1.21M 4.37% 2
2025
Q4 		$44.3M Sell
544,692
-9,330
-2% -$757K 4.49% 2
2025
Q3 		$44.3M Buy
554,022
+12,894
+2% +$985K 3.8% 2
2025
Q2 		$39.6M Sell
541,128
-11,142
-2% -$734K 3.66% 3
2025
Q1 		$34.1M Buy
552,270
+82,206
+17% +$5.54M 3.25% 3
2024
Q4 		$32.2M Buy
470,064
+9,456
+2% +$635K 2.91% 4
2024
Q3 		$29.3M Buy
460,608
+59,232
+15% +$3.67M 2.68% 4
2024
Q2 		$25.1M Buy
401,376
+1,638
+0.4% +$95.5K 2.41% 6
2024
Q1 		$19.6M Buy
399,738
+8,292
+2% +$456K 2.05% 8
2023
Q4 		$20.3M Buy
+391,446
New +$18.9M 1.98% 8

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

TritonPoint Wealth's VUG Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 24% in Q2 2026, selling an estimated $11.3M and leaving 426,520 shares worth $36.7M. The position accounts for 3.61% of the portfolio, ranked #5.

TritonPoint Wealth first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.3M in Q3 2025. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • TritonPoint Wealth held 426,520 shares of Vanguard Morningstar Growth ETF worth $36.7M as of Q2 2026.
  • TritonPoint Wealth sold 133,784 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.3M.
  • Vanguard Morningstar Growth ETF made up 3.61% of TritonPoint Wealth's portfolio in Q2 2026, its #5 holding.
  • TritonPoint Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Vanguard Morningstar Growth ETF position peaked at $44.3M in Q3 2025.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.