WorthPointe’s Vanguard Growth ETF VUG Stock Holding History

WorthPointe’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	–	Sell	-3,186	Closed	-$259K	–	138
2025 Q4	$259K	Buy	+3,186	New	+$259K	0.07%	115
2024 Q1	–	Sell	-4,272	Closed	-$221K	–	86
2023 Q4	$221K	Buy	+4,272	New	+$206K	0.11%	66

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

WorthPointe's VUG Position: Q1 2026 in Review

WorthPointe sold out of Vanguard Growth ETF (VUG) in Q1 2026, closing a stake of 3,186 shares — an estimated $259K sold.

WorthPointe first reported a position in VUG in Q4 2023 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

WorthPointe reported no remaining Vanguard Growth ETF position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 3,186 Vanguard Growth ETF shares in Q1 2026, an estimated $259K.
WorthPointe first reported a position in Vanguard Growth ETF in Q4 2023 and held it in 2 quarters.
WorthPointe's Vanguard Growth ETF position peaked at $259K in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.