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Raleigh Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Raleigh Capital 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 		$833K Sell
9,666
-564
-6% -$47.5K 0.27% 97
2026
Q1 		$745K Sell
10,230
-720
-7% -$56K 0.26% 101
2025
Q4 		$890K Sell
10,950
-726
-6% -$58.9K 0.32% 86
2025
Q3 		$933K Sell
11,676
-1,338
-10% -$102K 0.35% 78
2025
Q2 		$951K Sell
13,014
-444
-3% -$29.2K 0.4% 74
2025
Q1 		$832K Sell
13,458
-2,226
-14% -$150K 0.38% 78
2024
Q4 		$1.07M Sell
15,684
-396
-2% -$26.6K 0.41% 74
2024
Q3 		$1.03M Sell
16,080
-234
-1% -$14.5K 0.4% 78
2024
Q2 		$1.02M Sell
16,314
-300
-2% -$17.5K 0.43% 69
2024
Q1 		$953K Sell
16,614
-522
-3% -$28.7K 0.41% 74
2023
Q4 		$888K Sell
17,136
-2,136
-11% -$103K 0.41% 73
2023
Q3 		$875K Buy
19,272
+390
+2% +$18.4K 0.45% 69
2023
Q2 		$891K Sell
18,882
-1,104
-6% -$47.9K 0.44% 74
2023
Q1 		$831K Sell
19,986
-780
-4% -$30.3K 0.41% 76
2022
Q4 		$738K Buy
20,766
+396
+2% +$14.6K 0.38% 79
2022
Q3 		$726K Sell
20,370
-3,078
-13% -$124K 0.42% 71
2022
Q2 		$871K Sell
23,448
-1,962
-8% -$80.6K 0.5% 63
2022
Q1 		$1.22M Buy
+25,410
New +$1.2M 0.66% 41

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 22.9% 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

Raleigh Capital Management's VUG Position: Q2 2026 in Review

Raleigh Capital Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, selling an estimated $47.5K and leaving 9,666 shares worth $833K. The position accounts for 0.27% of the portfolio, ranked #97.

Raleigh Capital Management first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.22M in Q1 2022. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Raleigh Capital Management held 9,666 shares of Vanguard Morningstar Growth ETF worth $833K as of Q2 2026.
  • Raleigh Capital Management sold 564 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $47.5K.
  • Vanguard Morningstar Growth ETF made up 0.27% of Raleigh Capital Management's portfolio in Q2 2026, its #97 holding.
  • Raleigh Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.22M in Q1 2022.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.