Vantagepoint Investment Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vantagepoint Investment Advisers’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	$585M	Sell	6,789,918 -133,242	-2%	-$11.2M	4.38%	1
2026 Q1	$504M	Buy	6,923,160 +395,802	+6%	+$30.8M	4.27%	1
2025 Q4	$531M	Buy	6,527,358 +79,458	+1%	+$6.45M	4.27%	3
2025 Q3	$515M	Buy	6,447,900 +6,396,900	+12,543%	+$489M	4.21%	2
2025 Q2	$3.73M	Hold	51,000	–	–	0.37%	6
2025 Q1	$3.15M	Hold	51,000	–	–	0.36%	9
2024 Q4	$3.49M	Sell	51,000 -350,940	-87%	-$23.6M	0.56%	6
2024 Q3	$25.7M	Sell	401,940 -172,800	-30%	-$10.7M	3.3%	4
2024 Q2	$35.8M	Hold	574,740	–	–	4.93%	4
2024 Q1	$33M	Sell	574,740 -240,240	-29%	-$13.2M	5.46%	4
2023 Q4	$42.2M	Hold	814,980	–	–	5.63%	4
2023 Q3	$37M	Hold	814,980	–	–	6.03%	4
2023 Q2	$38.4M	Hold	814,980	–	–	5.82%	5
2023 Q1	$33.9M	Sell	814,980 -487,320	-37%	-$19M	5.65%	5
2022 Q4	$46.3M	Sell	1,302,300 -88,500	-6%	-$3.26M	8.07%	5
2022 Q3	$49.6M	Buy	+1,390,800	New	+$55.9M	9.04%	5

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

Vantagepoint Investment Advisers's VUG Position: Q2 2026 in Review

Vantagepoint Investment Advisers reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, selling an estimated $11.2M and leaving 6,789,918 shares worth $585M. The position accounts for 4.38% of the portfolio, ranked #1.

Vantagepoint Investment Advisers first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Vantagepoint Investment Advisers held 6,789,918 shares of Vanguard Morningstar Growth ETF worth $585M as of Q2 2026.
Vantagepoint Investment Advisers sold 133,242 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.2M.
Vanguard Morningstar Growth ETF made up 4.38% of Vantagepoint Investment Advisers's portfolio in Q2 2026, its #1 holding.
Vantagepoint Investment Advisers first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.