Rakuten Securities
VUG icon

Rakuten Securities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rakuten Securities’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
Q3 		$157K Sell
1,738
-190
-10% -$16.6K 0.04% 173
2026
Q2 		$166K Sell
1,928
-136
-7% -$11.4K 0.04% 162
2026
Q1 		$150K Buy
2,064
+636
+45% +$49.5K 0.06% 144
2025
Q4 		$116K Sell
1,428
-540
-27% -$43.8K 0.04% 160
2025
Q3 		$157K Buy
1,968
+150
+8% +$11.5K 0.06% 148
2025
Q2 		$133K Sell
1,818
-756
-29% -$49.8K 0.05% 152
2025
Q1 		$159K Sell
2,574
-294
-10% -$19.8K 0.08% 127
2024
Q4 		$196K Buy
2,868
+792
+38% +$53.2K 0.08% 109
2024
Q3 		$133K Buy
2,076
+162
+8% +$10K 0.06% 111
2024
Q2 		$119K Sell
1,914
-3,684
-66% -$215K 0.05% 116
2024
Q1 		$321K Buy
5,598
+1,122
+25% +$61.7K 0.14% 71
2023
Q4 		$232K Buy
+4,476
New +$216K 0.18% 76

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rakuten Securities's VUG Position: Q3 2026 in Review

Rakuten Securities reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.9% in Q3 2026, selling an estimated $16.6K and leaving 1,738 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #173.

Rakuten Securities first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $321K in Q1 2024. 1,724 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Rakuten Securities held 1,738 shares of Vanguard Morningstar Growth ETF worth $157K as of Q3 2026.
  • Rakuten Securities sold 190 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $16.6K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Rakuten Securities's portfolio in Q3 2026, its #173 holding.
  • Rakuten Securities first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Rakuten Securities's Vanguard Morningstar Growth ETF position peaked at $321K in Q1 2024.
  • 1,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.