Raymond James Financial
VUG icon

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 		– Sell
-600
Closed -$44K – 5459
2025
Q4 		$44K Hold
600
– – ﹤0.01% 5024
2025
Q3 		$42.5K Buy
+600
New +$45.9K ﹤0.01% 4841

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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. 2,724 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.
  • 2,724 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.