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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vantagepoint Investment Advisers's VUG Position: Q1 2026 in Review

Vantagepoint Investment Advisers increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.1% in Q1 2026, buying an estimated $30.8M and bringing the position to 6,923,160 shares worth $504M. The position accounts for 4.27% of the portfolio, ranked #1.

Vantagepoint Investment Advisers first reported a position in VUG in Q3 2022 and has held it in 15 quarters since. The position peaked at $531M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Vantagepoint Investment Advisers held 6,923,160 shares of Vanguard Morningstar Growth ETF worth $504M as of Q1 2026.
Vantagepoint Investment Advisers bought 395,802 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $30.8M.
Vanguard Morningstar Growth ETF made up 4.27% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #1 holding.
Vantagepoint Investment Advisers first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 15 quarters since.
Vantagepoint Investment Advisers's Vanguard Morningstar Growth ETF position peaked at $531M in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.