Regatta Research & Money Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Regatta Research & Money Management’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	$3.71M	Buy	+43,045	New	+$3.62M	3.51%	4

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Regatta Research & Money Management's VUG Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 43,045 shares worth $3.71M. The stake represents 3.51% of the portfolio and ranks #4 among its holdings.

2,429 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Regatta Research & Money Management held 43,045 shares of Vanguard Morningstar Growth ETF worth $3.71M as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 3.51% of Regatta Research & Money Management's portfolio in Q2 2026, its #4 holding.
2,429 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.