Viewpoint Capital Management’s Vanguard 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 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 $1.37T 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

Viewpoint Capital Management's VUG Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Vanguard Growth ETF (VUG) stake by 0.07% in Q1 2026, selling an estimated $467 and leaving 8,430 shares worth $614K. The position accounts for 0.29% of the portfolio, ranked #61.

Viewpoint Capital Management first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $686K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Viewpoint Capital Management held 8,430 shares of Vanguard Growth ETF worth $614K as of Q1 2026.
Viewpoint Capital Management sold 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Growth ETF made up 0.29% of Viewpoint Capital Management's portfolio in Q1 2026, its #61 holding.
Viewpoint Capital Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's Vanguard Growth ETF position peaked at $686K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.