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Howe & Rusling’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Howe & Rusling’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 		$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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Howe & Rusling's VUG Position: Q1 2026 in Review

Howe & Rusling increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q1 2026, buying an estimated $4.2K and bringing the position to 4,848 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #218.

Howe & Rusling first reported a position in VUG in Q2 2016 and has held it in 30 quarters since. The position peaked at $407K in Q3 2020. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Howe & Rusling held 4,848 shares of Vanguard Morningstar Growth ETF worth $353K as of Q1 2026.
  • Howe & Rusling bought 54 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $4.2K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #218 holding.
  • Howe & Rusling first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 30 quarters since.
  • Howe & Rusling's Vanguard Morningstar Growth ETF position peaked at $407K in Q3 2020.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.