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

Redwood 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
Q2 		$1.08M Sell
12,583
-101
-0.8% -$8.5K 0.6% 43
2026
Q1 		$924K Sell
12,684
-954
-7% -$74.2K 0.61% 47
2025
Q4 		$1.11M Sell
13,638
-846
-6% -$68.7K 0.71% 38
2025
Q3 		$1.16M Sell
14,484
-282
-2% -$21.5K 0.73% 36
2025
Q2 		$1.08M Sell
14,766
-300
-2% -$19.8K 0.73% 40
2025
Q1 		$931K Buy
15,066
+1,722
+13% +$116K 0.71% 39
2024
Q4 		$913K Buy
13,344
+996
+8% +$66.9K 0.68% 42
2024
Q3 		$790K Sell
12,348
-198
-2% -$12.3K 0.62% 46
2024
Q2 		$782K Sell
12,546
-540
-4% -$31.5K 0.66% 44
2024
Q1 		$751K Sell
13,086
-792
-6% -$43.6K 0.65% 44
2023
Q4 		$719K Sell
13,878
-666
-5% -$32.1K 0.7% 43
2023
Q3 		$660K Sell
14,544
-1,536
-10% -$72.5K 0.7% 44
2023
Q2 		$758K Buy
16,080
+300
+2% +$13K 0.71% 47
2023
Q1 		$656K Sell
15,780
-510
-3% -$19.8K 0.67% 45
2022
Q4 		$579K Sell
16,290
-834
-5% -$30.7K 0.66% 51
2022
Q3 		$611K Sell
17,124
-288
-2% -$11.6K 0.7% 50
2022
Q2 		$647K Buy
17,412
+204
+1% +$8.38K 0.71% 49
2022
Q1 		$825K Buy
+17,208
New +$814K 0.76% 45

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

Redwood Financial Network's VUG Position: Q2 2026 in Review

Redwood Financial Network reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.8% in Q2 2026, selling an estimated $8.5K and leaving 12,583 shares worth $1.08M. The position accounts for 0.6% of the portfolio, ranked #43.

Redwood Financial Network first reported a position in VUG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Redwood Financial Network held 12,583 shares of Vanguard Morningstar Growth ETF worth $1.08M as of Q2 2026.
  • Redwood Financial Network sold 101 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.5K.
  • Vanguard Morningstar Growth ETF made up 0.6% of Redwood Financial Network's portfolio in Q2 2026, its #43 holding.
  • Redwood Financial Network first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's Vanguard Morningstar Growth ETF position peaked at $1.16M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.