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Trust Point Inc’s Vanguard Growth ETF VUG Stock Holding History

Trust Point Inc’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 		$267K Hold
3,102
– – 0.02% 373
2026
Q1 		$226K Sell
3,102
-24
-0.8% -$1.87K 0.02% 478
2025
Q4 		$254K Hold
3,126
– – 0.02% 408
2025
Q3 		$250K Hold
3,126
– – 0.02% 408
2025
Q2 		$228K Buy
+3,126
New +$206K 0.02% 355
2025
Q1 		– Sell
-3,126
Closed -$214K – 567
2024
Q4 		$214K Hold
3,126
– – 0.01% 532
2024
Q3 		$200K Buy
+3,126
New +$194K 0.02% 503

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

Trust Point Inc's VUG Position: Q2 2026 in Review

Trust Point Inc held its Vanguard Growth ETF (VUG) position steady in Q2 2026 at 3,102 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #373.

Trust Point Inc first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Trust Point Inc held 3,102 shares of Vanguard Growth ETF worth $267K as of Q2 2026.
  • Trust Point Inc left its Vanguard Growth ETF share count unchanged in Q2 2026.
  • Vanguard Growth ETF made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #373 holding.
  • Trust Point Inc first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.