Howe & Rusling’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $408K | Sell |
4,739
-109
| -2% | -$9.17K | 0.02% | 217 |
|
|
2026
Q1 | $353K | Buy |
4,848
+54
| +1% | +$4.2K | 0.02% | 218 |
|
|
2025
Q4 | $390K | Buy |
4,794
+234
| +5% | +$19K | 0.03% | 201 |
|
|
2025
Q3 | $364K | Sell |
4,560
-24
| -0.5% | -$1.83K | 0.03% | 213 |
|
|
2025
Q2 | $335K | Sell |
4,584
-42
| -0.9% | -$2.77K | 0.02% | 217 |
|
|
2025
Q1 | $286K | Buy |
4,626
+1,638
| +55% | +$110K | 0.02% | 218 |
|
|
2024
Q4 | $204K | Sell |
2,988
-1,452
| -33% | -$97.5K | 0.02% | 254 |
|
|
2024
Q3 | $284K | Buy |
4,440
+2,940
| +196% | +$182K | 0.02% | 214 |
|
|
2024
Q2 | $93.5K | Sell |
1,500
-1,632
| -52% | -$95.2K | 0.01% | 267 |
|
|
2024
Q1 | $180K | Sell |
3,132
-1,266
| -29% | -$69.6K | 0.02% | 249 |
|
|
2023
Q4 | $228K | Buy |
4,398
+3,798
| +633% | +$183K | 0.02% | 214 |
|
|
2023
Q3 | $27.2K | Sell |
600
-570
| -49% | -$26.9K | ﹤0.01% | 278 |
|
|
2023
Q2 | $55.2K | Buy |
1,170
+378
| +48% | +$16.4K | 0.01% | 259 |
|
|
2023
Q1 | $32.9K | Sell |
792
-492
| -38% | -$19.1K | ﹤0.01% | 257 |
|
|
2022
Q4 | $45.6K | Sell |
1,284
-3,654
| -74% | -$134K | 0.01% | 243 |
|
|
2022
Q3 | $176K | Sell |
4,938
-240
| -5% | -$9.65K | 0.02% | 213 |
|
|
2022
Q2 | $192K | Buy |
5,178
+210
| +4% | +$8.63K | 0.02% | 206 |
|
|
2022
Q1 | $238K | Buy |
4,968
+3,726
| +300% | +$176K | 0.03% | 188 |
|
|
2021
Q4 | $66K | Buy |
1,242
+642
| +107% | +$33.4K | 0.01% | 296 |
|
|
2021
Q3 | $29K | Hold |
600
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $29K | Hold |
600
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $26K | Hold |
600
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $25K | Sell |
600
-10,128
| -94% | -$404K | ﹤0.01% | 363 |
|
|
2020
Q3 | $407K | Buy |
10,728
+10,128
| +1,688% | +$374K | 0.07% | 110 |
|
|
2020
Q2 | $20K | Buy |
+600
| New | +$18.5K | ﹤0.01% | 354 |
|
|
2019
Q2 | – | Sell |
-246
| Closed | -$6K | – | 886 |
|
|
2019
Q1 | $6K | Buy |
+246
| New | +$6.07K | ﹤0.01% | 517 |
|
|
2017
Q3 | – | Sell |
-1,038
| Closed | -$22K | – | 978 |
|
|
2017
Q2 | $22K | Hold |
1,038
| – | – | ﹤0.01% | 369 |
|
|
2017
Q1 | $21K | Hold |
1,038
| – | – | ﹤0.01% | 364 |
|
|
2016
Q4 | $19K | Sell |
1,038
-1,986
| -66% | -$36.7K | ﹤0.01% | 373 |
|
|
2016
Q3 | $57K | Buy |
3,024
+1,038
| +52% | +$19.3K | 0.01% | 248 |
|
|
2016
Q2 | $35K | Buy |
+1,986
| New | +$35.4K | 0.01% | 272 |
|
Other funds holding VUG
EWA
Howe & Rusling's VUG Position: Q2 2026 in Review
Howe & Rusling reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, selling an estimated $9.17K and leaving 4,739 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #217.
Howe & Rusling first reported a position in VUG in Q2 2016 and has held it in 31 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Howe & Rusling held 4,739 shares of Vanguard Morningstar Growth ETF worth $408K as of Q2 2026.
- Howe & Rusling sold 109 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.17K.
- Vanguard Morningstar Growth ETF made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #217 holding.
- Howe & Rusling first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 31 quarters since.
- 2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.