Viewpoint Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Viewpoint Capital Management’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	$726K	Hold	8,430	–	–	0.37%	54
2026 Q1	$614K	Sell	8,430 -6	-0.1%	-$467	0.29%	61
2025 Q4	$686K	Hold	8,436	–	–	0.3%	62
2025 Q3	$674K	Hold	8,436	–	–	0.3%	61
2025 Q2	$616K	Hold	8,436	–	–	0.3%	59
2025 Q1	$521K	Hold	8,436	–	–	0.28%	64
2024 Q4	$577K	Buy	8,436 +6	+0.1%	+$403	0.3%	59
2024 Q3	$537K	Buy	8,430 +12	+0.1%	+$744	0.3%	58
2024 Q2	$525K	Hold	8,418	–	–	0.32%	56
2024 Q1	$483K	Hold	8,418	–	–	0.31%	58
2023 Q4	$436K	Hold	8,418	–	–	0.31%	60
2023 Q3	$382K	Hold	8,418	–	–	0.31%	59
2023 Q2	$397K	Sell	8,418 -6,990	-45%	-$303K	0.31%	62
2023 Q1	$641K	Hold	15,408	–	–	0.58%	45
2022 Q4	$547K	Buy	15,408 +1,728	+13%	+$63.6K	0.53%	46
2022 Q3	$488K	Buy	13,680 +1,410	+11%	+$56.7K	0.48%	49
2022 Q2	$456K	Buy	12,270 +5,562	+83%	+$229K	0.43%	53
2022 Q1	$322K	Hold	6,708	–	–	0.25%	68
2021 Q4	$359K	Buy	+6,708	New	+$349K	0.26%	72

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

Viewpoint Capital Management's VUG Position: Q2 2026 in Review

Viewpoint Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 8,430 shares worth $726K. The position accounts for 0.37% of the portfolio, ranked #54.

Viewpoint Capital Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Viewpoint Capital Management held 8,430 shares of Vanguard Morningstar Growth ETF worth $726K as of Q2 2026.
Viewpoint Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.37% of Viewpoint Capital Management's portfolio in Q2 2026, its #54 holding.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.