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 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

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

VisionPoint Advisory Group's VUG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.7% in Q2 2026, selling an estimated $17.2K and leaving 28,956 shares worth $2.49M. The position accounts for 0.41% of the portfolio, ranked #62.

VisionPoint Advisory Group first reported a position in VUG in Q4 2018 and has held it in 11 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

VisionPoint Advisory Group held 28,956 shares of Vanguard Morningstar Growth ETF worth $2.49M as of Q2 2026.
VisionPoint Advisory Group sold 204 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $17.2K.
Vanguard Morningstar Growth ETF made up 0.41% of VisionPoint Advisory Group's portfolio in Q2 2026, its #62 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 11 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.