North Ridge Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

North Ridge Wealth Advisors’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	$1.67M	Sell	22,878 -672	-3%	-$52.3K	0.94%	19
2025 Q4	$1.91M	Sell	23,550 -60	-0.3%	-$4.87K	1.07%	16
2025 Q3	$1.89M	Hold	23,610	–	–	1.08%	16
2025 Q2	$1.73M	Sell	23,610 -390	-2%	-$25.7K	1.06%	17
2025 Q1	$1.48M	Hold	24,000	–	–	0.99%	17
2024 Q4	$1.64M	Sell	24,000 -42	-0.2%	-$2.82K	1.14%	16
2024 Q3	$1.54M	Sell	24,042 -660	-3%	-$40.9K	1.05%	18
2024 Q2	$1.54M	Sell	24,702 -1,020	-4%	-$59.5K	1.17%	18
2024 Q1	$1.48M	Hold	25,722	–	–	1.14%	17
2023 Q4	$1.33M	Sell	25,722 -210	-0.8%	-$10.1K	1.11%	18
2023 Q3	$1.18M	Sell	25,932 -108	-0.4%	-$5.1K	1.15%	17
2023 Q2	$1.23M	Hold	26,040	–	–	1.17%	17
2023 Q1	$1.08M	Buy	+26,040	New	+$1.01M	1.08%	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 22.96% 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

North Ridge Wealth Advisors's VUG Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q1 2026, selling an estimated $52.3K and leaving 22,878 shares worth $1.67M. The position accounts for 0.94% of the portfolio, ranked #19.

North Ridge Wealth Advisors first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.91M in Q4 2025. 2,737 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

North Ridge Wealth Advisors held 22,878 shares of Vanguard Morningstar Growth ETF worth $1.67M as of Q1 2026.
North Ridge Wealth Advisors sold 672 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $52.3K.
Vanguard Morningstar Growth ETF made up 0.94% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #19 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.91M in Q4 2025.
2,737 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.