Red Lighthouse Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Red Lighthouse Investment Management’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	-1,026	Closed	-$83.4K	–	114
2025 Q4	$83.4K	Hold	1,026	–	–	0.03%	72
2025 Q3	$82K	Hold	1,026	–	–	0.03%	93
2025 Q2	$75K	Sell	1,026 -120	-10%	-$7.9K	0.03%	93
2025 Q1	$65.7K	Buy	1,146 +84	+8%	+$5.66K	0.03%	87
2024 Q4	$72.6K	Hold	1,062	–	–	0.03%	89
2024 Q3	$68K	Hold	1,062	–	–	0.03%	89
2024 Q2	$66.2K	Sell	1,062 -84	-7%	-$4.9K	0.03%	87
2024 Q1	$65.7K	Hold	1,146	–	–	0.03%	88
2023 Q4	$59.4K	Hold	1,146	–	–	0.02%	87
2023 Q3	$52K	Hold	1,146	–	–	0.02%	81
2023 Q2	$54K	Hold	1,146	–	–	0.02%	82
2023 Q1	$47.6K	Hold	1,146	–	–	0.02%	84
2022 Q4	$40.7K	Buy	+1,146	New	+$42.2K	0.02%	86

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Red Lighthouse Investment Management's VUG Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 1,026 shares — an estimated $83.4K sold.

Red Lighthouse Investment Management first reported a position in VUG in Q4 2022 and held it in 13 quarters. The position peaked at $83.4K in Q4 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,026 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $83.4K.
Red Lighthouse Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Vanguard Morningstar Growth ETF position peaked at $83.4K in Q4 2025.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.