RAM Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RAM Investment Partners’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	$753K	Hold	8,742	–	–	0.12%	55
2026 Q1	$636K	Hold	8,742	–	–	0.11%	56
2025 Q4	$711K	Buy	8,742 +72	+0.8%	+$5.84K	0.13%	50
2025 Q3	$693K	Hold	8,670	–	–	0.13%	49
2025 Q2	$633K	Sell	8,670 -120	-1%	-$7.9K	0.13%	48
2025 Q1	$543K	Hold	8,790	–	–	0.13%	50
2024 Q4	$601K	Hold	8,790	–	–	0.15%	45
2024 Q3	$562K	Buy	8,790 +1,068	+14%	+$66.2K	0.15%	40
2024 Q2	$481K	Sell	7,722 -72	-0.9%	-$4.2K	0.14%	45
2024 Q1	$447K	Hold	7,794	–	–	0.14%	45
2023 Q4	$404K	Buy	+7,794	New	+$376K	0.14%	43

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

RAM Investment Partners's VUG Position: Q2 2026 in Review

RAM Investment Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 8,742 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #55.

RAM Investment Partners first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

RAM Investment Partners held 8,742 shares of Vanguard Morningstar Growth ETF worth $753K as of Q2 2026.
RAM Investment Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.12% of RAM Investment Partners's portfolio in Q2 2026, its #55 holding.
RAM Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.