VisionPoint Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

VisionPoint Advisory Group’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 Q3	$2.45M	Sell	27,172 -1,784	-6%	-$156K	0.39%	66
2026 Q2	$2.49M	Sell	28,956 -204	-0.7%	-$17.2K	0.41%	62
2026 Q1	$2.12M	Buy	29,160 +1,578	+6%	+$123K	0.4%	64
2025 Q4	$2.24M	Sell	27,582 -522	-2%	-$42.4K	0.44%	65
2025 Q3	$2.25M	Sell	28,104 -1,722	-6%	-$132K	0.45%	61
2025 Q2	$2.18M	Buy	+29,826	New	+$1.96M	0.47%	60
2024 Q3	–	Sell	-294	Closed	-$18.3K	–	772
2024 Q2	$18.3K	Buy	+294	New	+$17.1K	0.01%	404
2023 Q4	–	Sell	-252	Closed	-$11.4K	–	894
2023 Q3	$11.4K	Buy	+252	New	+$11.9K	﹤0.01%	436
2019 Q4	–	Sell	-17,592	Closed	-$487K	–	145
2019 Q3	$487K	Hold	17,592	–	–	0.13%	70
2019 Q2	$479K	Sell	17,592 -1,308	-7%	-$34.9K	0.14%	73
2019 Q1	$493K	Buy	18,900 +2,442	+15%	+$60.3K	0.14%	75
2018 Q4	$368K	Buy	+16,458	New	+$399K	0.12%	70

Other funds holding VUG

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

VisionPoint Advisory Group's VUG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.2% in Q3 2026, selling an estimated $156K and leaving 27,172 shares worth $2.45M. The position accounts for 0.39% of the portfolio, ranked #66.

VisionPoint Advisory Group first reported a position in VUG in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.49M in Q2 2026. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

VisionPoint Advisory Group held 27,172 shares of Vanguard Morningstar Growth ETF worth $2.45M as of Q3 2026.
VisionPoint Advisory Group sold 1,784 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $156K.
Vanguard Morningstar Growth ETF made up 0.39% of VisionPoint Advisory Group's portfolio in Q3 2026, its #66 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 12 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Growth ETF position peaked at $2.49M in Q2 2026.
176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.