Golden Reserve Retirement’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Golden Reserve Retirement’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	-5,802	Closed	-$472K	–	140
2025 Q4	$472K	Buy	+5,802	New	+$471K	0.09%	55
2025 Q3	–	Sell	-2,778	Closed	-$203K	–	27
2025 Q2	$203K	Buy	+2,778	New	+$183K	0.07%	18

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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Golden Reserve Retirement's VUG Position: Q1 2026 in Review

Golden Reserve Retirement sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 5,802 shares — an estimated $472K sold.

Golden Reserve Retirement first reported a position in VUG in Q2 2025 and held it in 2 quarters. The position peaked at $472K in Q4 2025. 2,743 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Golden Reserve Retirement reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Golden Reserve Retirement sold 5,802 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $472K.
Golden Reserve Retirement first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and held it in 2 quarters.
Golden Reserve Retirement's Vanguard Morningstar Growth ETF position peaked at $472K in Q4 2025.
2,743 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Golden Reserve Retirement's 13F filing for Q1 2026, filed 20 Apr 2026.