Vantage Point Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vantage Point Financial’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	$837K	Buy	9,716 +2	+0%	+$168	0.26%	72
2026 Q1	$707K	Sell	9,714 -528	-5%	-$41.1K	0.25%	77
2025 Q4	$833K	Sell	10,242 -672	-6%	-$54.5K	0.3%	68
2025 Q3	$872K	Buy	10,914 +4,182	+62%	+$320K	0.34%	62
2025 Q2	$492K	Buy	6,732 +42	+0.6%	+$2.77K	0.22%	79
2025 Q1	$413K	Buy	6,690 +48	+0.7%	+$3.24K	0.21%	77
2024 Q4	$454K	Buy	+6,642	New	+$446K	0.24%	66

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Vantage Point Financial's VUG Position: Q2 2026 in Review

Vantage Point Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, buying an estimated $168 and bringing the position to 9,716 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #72.

Vantage Point Financial first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vantage Point Financial held 9,716 shares of Vanguard Morningstar Growth ETF worth $837K as of Q2 2026.
Vantage Point Financial bought 2 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168.
Vanguard Morningstar Growth ETF made up 0.26% of Vantage Point Financial's portfolio in Q2 2026, its #72 holding.
Vantage Point Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Vanguard Morningstar Growth ETF position peaked at $872K in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.