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Rather & Kittrell’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rather & Kittrell’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 		$1.26M Hold
14,628
– – 0.18% 48
2026
Q1 		$1.06M Sell
14,628
-4,248
-23% -$330K 0.16% 52
2025
Q4 		$1.53M Buy
18,876
+4,116
+28% +$334K 0.25% 34
2025
Q3 		$1.18M Sell
14,760
-24
-0.2% -$1.83K 0.21% 44
2025
Q2 		$1.08M Buy
14,784
+24
+0.2% +$1.58K 0.21% 39
2025
Q1 		$912K Sell
14,760
-90
-0.6% -$6.07K 0.2% 43
2024
Q4 		$1.02M Sell
14,850
-90
-0.6% -$6.05K 0.24% 40
2024
Q3 		$956K Buy
14,940
+5,004
+50% +$310K 0.23% 41
2024
Q2 		$619K Sell
9,936
-138
-1% -$8.05K 0.17% 49
2024
Q1 		$578K Buy
10,074
+4,230
+72% +$233K 0.17% 51
2023
Q4 		$303K Hold
5,844
– – 0.11% 58
2023
Q3 		$265K Sell
5,844
-168
-3% -$7.93K 0.11% 53
2023
Q2 		$284K Sell
6,012
-126
-2% -$5.46K 0.12% 54
2023
Q1 		$255K Sell
6,138
-30
-0.5% -$1.17K 0.12% 54
2022
Q4 		$219K Sell
6,168
-798
-11% -$29.4K 0.12% 55
2022
Q3 		$248K Sell
6,966
-30
-0.4% -$1.21K 0.26% 55
2022
Q2 		$259K Sell
6,996
-1,218
-15% -$50K 0.28% 49
2022
Q1 		$393K Buy
8,214
+624
+8% +$29.5K 0.38% 40
2021
Q4 		$405K Buy
+7,590
New +$395K 0.36% 37

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

Rather & Kittrell's VUG Position: Q2 2026 in Review

Rather & Kittrell held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 14,628 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #48.

Rather & Kittrell first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rather & Kittrell held 14,628 shares of Vanguard Morningstar Growth ETF worth $1.26M as of Q2 2026.
  • Rather & Kittrell left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.18% of Rather & Kittrell's portfolio in Q2 2026, its #48 holding.
  • Rather & Kittrell first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's Vanguard Morningstar Growth ETF position peaked at $1.53M in Q4 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.