Rainey & Randall Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rainey & Randall 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 Q2	$569K	Hold	6,600	–	–	0.08%	40
2026 Q1	$481K	Hold	6,600	–	–	0.08%	41
2025 Q4	$537K	Hold	6,600	–	–	0.09%	38
2025 Q3	$528K	Hold	6,600	–	–	0.09%	41
2025 Q2	$483K	Hold	6,600	–	–	0.09%	40
2025 Q1	$408K	Hold	6,600	–	–	0.08%	43
2024 Q4	$452K	Buy	6,600 +186	+3%	+$12.5K	0.09%	37
2024 Q3	$410K	Buy	6,414 +252	+4%	+$15.6K	0.09%	35
2024 Q2	$385K	Buy	6,162 +390	+7%	+$22.7K	0.09%	35
2024 Q1	$331K	Buy	5,772 +192	+3%	+$10.6K	0.08%	38
2023 Q4	$289K	Sell	5,580 -726	-12%	-$35K	0.07%	36
2023 Q3	$286K	Hold	6,306	–	–	0.08%	35
2023 Q2	$297K	Hold	6,306	–	–	0.09%	35
2023 Q1	$262K	Hold	6,306	–	–	0.08%	36
2022 Q4	$224K	Hold	6,306	–	–	0.08%	37
2022 Q3	$225K	Hold	6,306	–	–	0.09%	43
2022 Q2	$234K	Hold	6,306	–	–	0.09%	45
2022 Q1	$302K	Hold	6,306	–	–	0.11%	41
2021 Q4	$337K	Buy	6,306 +48	+0.8%	+$2.5K	0.14%	40
2021 Q3	$303K	Buy	6,258 +1,764	+39%	+$87.8K	0.14%	40
2021 Q2	$215K	Buy	+4,494	New	+$204K	0.11%	52

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Rainey & Randall Wealth Advisors's VUG Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,600 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #40.

Rainey & Randall Wealth Advisors first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. 2,900 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Rainey & Randall Wealth Advisors held 6,600 shares of Vanguard Morningstar Growth ETF worth $569K as of Q2 2026.
Rainey & Randall Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Rainey & Randall Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 21 quarters since.
2,900 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.