RFP
VUG icon

RCS Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

RCS Financial Planning’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 		$3.44M Buy
47,220
+624
+1% +$48.5K 1.78% 11
2025
Q4 		$3.79M Buy
46,596
+1,314
+3% +$107K 1.63% 20
2025
Q3 		$3.62M Buy
45,282
+4,002
+10% +$306K 1.6% 20
2025
Q2 		$3.02M Sell
41,280
-5,244
-11% -$345K 1.5% 18
2025
Q1 		$2.88M Sell
46,524
-192
-0.4% -$12.9K 1.52% 17
2024
Q4 		$3.2M Sell
46,716
-3,642
-7% -$245K 1.7% 15
2024
Q3 		$3.22M Sell
50,358
-5,010
-9% -$311K 1.79% 11
2024
Q2 		$3.46M Sell
55,368
-85,224
-61% -$4.97M 2.04% 9
2024
Q1 		$8.07M Buy
140,592
+113,232
+414% +$6.23M 4.96% 6
2023
Q4 		$1.42M Sell
27,360
-660
-2% -$31.9K 0.93% 25
2023
Q3 		$1.27M Buy
28,020
+474
+2% +$22.4K 0.97% 23
2023
Q2 		$1.3M Sell
27,546
-360
-1% -$15.6K 1.07% 23
2023
Q1 		$1.16M Buy
27,906
+618
+2% +$24K 1.03% 23
2022
Q4 		$969K Buy
+27,288
New +$1M 0.94% 25

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 $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCS Financial Planning's VUG Position: Q1 2026 in Review

RCS Financial Planning increased its Vanguard Growth ETF (VUG) stake by 1.3% in Q1 2026, buying an estimated $48.5K and bringing the position to 47,220 shares worth $3.44M. The position accounts for 1.78% of the portfolio, ranked #11.

RCS Financial Planning first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.07M in Q1 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • RCS Financial Planning held 47,220 shares of Vanguard Growth ETF worth $3.44M as of Q1 2026.
  • RCS Financial Planning bought 624 Vanguard Growth ETF shares in Q1 2026, an estimated $48.5K.
  • Vanguard Growth ETF made up 1.78% of RCS Financial Planning's portfolio in Q1 2026, its #11 holding.
  • RCS Financial Planning first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Vanguard Growth ETF position peaked at $8.07M in Q1 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.