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

Redwood 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
Q2 		$651K Buy
7,555
+163
+2% +$13.7K 0.06% 249
2026
Q1 		$538K Buy
7,392
+30
+0.4% +$2.33K 0.07% 230
2025
Q4 		$599K Sell
7,362
-25,464
-78% -$2.07M 0.07% 256
2025
Q3 		$2.62M Buy
+32,826
New +$2.51M 0.28% 70

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 22.9% 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 Investment Management's VUG Position: Q2 2026 in Review

Redwood Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.2% in Q2 2026, buying an estimated $13.7K and bringing the position to 7,555 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #249.

Redwood Investment Management first reported a position in VUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q3 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Redwood Investment Management held 7,555 shares of Vanguard Morningstar Growth ETF worth $651K as of Q2 2026.
  • Redwood Investment Management bought 163 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.7K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Redwood Investment Management's portfolio in Q2 2026, its #249 holding.
  • Redwood Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Redwood Investment Management's Vanguard Morningstar Growth ETF position peaked at $2.62M in Q3 2025.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.