RDA Financial Network
VUG icon

RDA Financial Network’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RDA Financial Network’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
Q3 		$833K Buy
9,242
+2,194
+31% +$192K 0.18% 115
2026
Q2 		$607K Buy
7,048
+526
+8% +$44.3K 0.13% 139
2026
Q1 		$475K Sell
6,522
-78
-1% -$6.07K 0.12% 162
2025
Q4 		$537K Sell
6,600
-198
-3% -$16.1K 0.13% 146
2025
Q3 		$543K Sell
6,798
-2,880
-30% -$220K 0.13% 143
2025
Q2 		$707K Buy
9,678
+78
+0.8% +$5.14K 0.19% 117
2025
Q1 		$593K Sell
9,600
-132
-1% -$8.9K 0.18% 120
2024
Q4 		$666K Sell
9,732
-696
-7% -$46.8K 0.19% 113
2024
Q3 		$667K Buy
10,428
+120
+1% +$7.44K 0.21% 113
2024
Q2 		$643K Sell
10,308
-936
-8% -$54.6K 0.21% 116
2024
Q1 		$645K Buy
11,244
+708
+7% +$38.9K 0.22% 110
2023
Q4 		$546K Buy
10,536
+1,494
+17% +$72.1K 0.21% 118
2023
Q3 		$410K Buy
9,042
+210
+2% +$9.9K 0.18% 128
2023
Q2 		$417K Hold
8,832
– – 0.18% 123
2023
Q1 		$367K Hold
8,832
– – 0.17% 132
2022
Q4 		$314K Sell
8,832
-306
-3% -$11.3K 0.16% 147
2022
Q3 		$326K Sell
9,138
-330
-3% -$13.3K 0.18% 137
2022
Q2 		$352K Sell
9,468
-1,530
-14% -$62.9K 0.18% 135
2022
Q1 		$527K Sell
10,998
-774
-7% -$36.6K 0.22% 107
2021
Q4 		$630K Buy
11,772
+912
+8% +$47.5K 0.26% 97
2021
Q3 		$525K Buy
10,860
+936
+9% +$46.6K 0.23% 105
2021
Q2 		$474K Buy
9,924
+330
+3% +$15K 0.21% 113
2021
Q1 		$411K Buy
9,594
+1,212
+14% +$51.9K 0.18% 136
2020
Q4 		$354K Sell
8,382
-630
-7% -$25.1K 0.16% 143
2020
Q3 		$342K Buy
9,012
+252
+3% +$9.3K 0.15% 137
2020
Q2 		$295K Sell
8,760
-60
-0.7% -$1.84K 0.15% 151
2020
Q1 		$230K Sell
8,820
-2,196
-20% -$65.8K 0.14% 151
2019
Q4 		$350K Buy
11,016
+1,020
+10% +$29.5K 0.14% 159
2019
Q3 		$293K Sell
9,996
-180
-2% -$4.99K 0.13% 173
2019
Q2 		$281K Sell
10,176
-120
-1% -$3.2K 0.13% 173
2019
Q1 		$277K Buy
+10,296
New +$254K 0.13% 168

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RDA Financial Network's VUG Position: Q3 2026 in Review

RDA Financial Network increased its Vanguard Morningstar Growth ETF (VUG) stake by 31% in Q3 2026, buying an estimated $192K and bringing the position to 9,242 shares worth $833K. The position accounts for 0.18% of the portfolio, ranked #115.

RDA Financial Network first reported a position in VUG in Q1 2019 and has held it in 31 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • RDA Financial Network held 9,242 shares of Vanguard Morningstar Growth ETF worth $833K as of Q3 2026.
  • RDA Financial Network bought 2,194 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $192K.
  • Vanguard Morningstar Growth ETF made up 0.18% of RDA Financial Network's portfolio in Q3 2026, its #115 holding.
  • RDA Financial Network first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.