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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Rakuten Securities's VUG Position: Q2 2026 in Review

Rakuten Securities reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.6% in Q2 2026, selling an estimated $11.4K and leaving 1,928 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #162.

Rakuten Securities first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rakuten Securities held 1,928 shares of Vanguard Morningstar Growth ETF worth $166K as of Q2 2026.
  • Rakuten Securities sold 136 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Rakuten Securities's portfolio in Q2 2026, its #162 holding.
  • Rakuten Securities first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Vanguard Morningstar Growth ETF position peaked at $321K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.