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RCS Financial Planning’s Vanguard Morningstar 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
Q2 		$4.03M Sell
46,788
-432
-0.9% -$36.4K 1.91% 12
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 $1.55T 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

RCS Financial Planning's VUG Position: Q2 2026 in Review

RCS Financial Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.91% in Q2 2026, selling an estimated $36.4K and leaving 46,788 shares worth $4.03M. The position accounts for 1.91% of the portfolio, ranked #12.

RCS Financial Planning first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.07M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RCS Financial Planning held 46,788 shares of Vanguard Morningstar Growth ETF worth $4.03M as of Q2 2026.
  • RCS Financial Planning sold 432 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $36.4K.
  • Vanguard Morningstar Growth ETF made up 1.91% of RCS Financial Planning's portfolio in Q2 2026, its #12 holding.
  • RCS Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's Vanguard Morningstar Growth ETF position peaked at $8.07M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.