Waypoint Wealth Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Waypoint Wealth Counsel’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	$703K	Buy	8,163 +1,287	+19%	+$108K	0.44%	37
2026 Q1	$501K	Sell	6,876 -1,104	-14%	-$85.9K	0.26%	79
2025 Q4	$649K	Sell	7,980 -390	-5%	-$31.6K	0.24%	80
2025 Q3	$669K	Buy	8,370 +348	+4%	+$26.6K	0.26%	62
2025 Q2	$586K	Buy	8,022 +834	+12%	+$54.9K	0.29%	55
2025 Q1	$444K	Sell	7,188 -30	-0.4%	-$2.02K	0.28%	61
2024 Q4	$494K	Buy	7,218 +204	+3%	+$13.7K	0.32%	53
2024 Q3	$449K	Buy	7,014 +414	+6%	+$25.7K	0.3%	55
2024 Q2	$411K	Buy	6,600 +126	+2%	+$7.35K	0.31%	51
2024 Q1	$371K	Buy	6,474 +84	+1%	+$4.62K	0.29%	56
2023 Q4	$331K	Buy	6,390 +6	+0.1%	+$290	0.28%	61
2023 Q3	$290K	Sell	6,384 -1,458	-19%	-$68.9K	0.27%	61
2023 Q2	$370K	Buy	7,842 +6	+0.1%	+$260	0.33%	53
2023 Q1	$326K	Buy	7,836 +6	+0.1%	+$233	0.25%	61
2022 Q4	$278K	Buy	+7,830	New	+$288K	0.22%	73

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

Waypoint Wealth Counsel's VUG Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Vanguard Morningstar Growth ETF (VUG) stake by 19% in Q2 2026, buying an estimated $108K and bringing the position to 8,163 shares worth $703K. The position accounts for 0.44% of the portfolio, ranked #37.

Waypoint Wealth Counsel first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Waypoint Wealth Counsel held 8,163 shares of Vanguard Morningstar Growth ETF worth $703K as of Q2 2026.
Waypoint Wealth Counsel bought 1,287 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Growth ETF made up 0.44% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #37 holding.
Waypoint Wealth Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.