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Trust Point Inc’s Vanguard Morningstar 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

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 22.9% 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

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

Trust Point Inc held its Vanguard Morningstar 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. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Trust Point Inc held 3,102 shares of Vanguard Morningstar Growth ETF worth $267K as of Q2 2026.
  • Trust Point Inc left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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