Raymond James Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Raymond James Financial’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 Q1	$1.56B	Buy	21,451,278 +1,479,444	+7%	+$115M	0.48%	27
2025 Q4	$1.62B	Buy	19,971,834 +4,713,114	+31%	+$382M	0.51%	28
2025 Q3	$1.22B	Buy	15,258,720 +429,834	+3%	+$32.8M	0.39%	34
2025 Q2	$1.08B	Sell	14,828,886 -993,582	-6%	-$65.4M	0.37%	41
2025 Q1	$978M	Buy	15,822,468 +1,629,966	+11%	+$110M	0.37%	44
2024 Q4	$971M	Buy	+14,192,502	New	+$953M	0.36%	44

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Raymond James Financial's VUG Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.4% in Q1 2026, buying an estimated $115M and bringing the position to 21,451,278 shares worth $1.56B. The position accounts for 0.48% of the portfolio, ranked #27.

Raymond James Financial first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62B in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Raymond James Financial held 21,451,278 shares of Vanguard Morningstar Growth ETF worth $1.56B as of Q1 2026.
Raymond James Financial bought 1,479,444 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $115M.
Vanguard Morningstar Growth ETF made up 0.48% of Raymond James Financial's portfolio in Q1 2026, its #27 holding.
Raymond James Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Vanguard Morningstar Growth ETF position peaked at $1.62B in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.