RIA
VUG icon

Regal Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Regal Investment Advisors’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 		$23.1M Buy
317,034
+16,926
+6% +$1.32M 1.33% 9
2025
Q4 		$24.4M Buy
300,108
+7,608
+3% +$617K 1.46% 10
2025
Q3 		$23.4M Buy
292,500
+7,746
+3% +$592K 1.52% 9
2025
Q2 		$20.8M Buy
284,754
+5,844
+2% +$385K 1.56% 9
2025
Q1 		$17.2M Buy
278,910
+8,250
+3% +$556K 1.39% 10
2024
Q4 		$18.5M Sell
270,660
-28,110
-9% -$1.89M 1.39% 11
2024
Q3 		$19.1M Buy
298,770
+9,138
+3% +$566K 1.34% 11
2024
Q2 		$18.1M Sell
289,632
-8,244
-3% -$481K 1.18% 14
2024
Q1 		$17.1M Sell
297,876
-6,828
-2% -$375K 1.17% 12
2023
Q4 		$15.8M Buy
304,704
+84
+0% +$4.05K 1.19% 12
2023
Q3 		$13.8M Sell
304,620
-1,200
-0.4% -$56.7K 1.16% 13
2023
Q2 		$14.4M Buy
305,820
+11,868
+4% +$515K 1.21% 13
2023
Q1 		$12.2M Buy
293,952
+1,668
+0.6% +$64.9K 1.08% 16
2022
Q4 		$10.4M Buy
292,284
+17,640
+6% +$649K 1.01% 23
2022
Q3 		$9.79M Buy
274,644
+10,974
+4% +$441K 1.03% 23
2022
Q2 		$9.79M Buy
263,670
+24,474
+10% +$1.01M 1.02% 22
2022
Q1 		$11.5M Buy
239,196
+14,100
+6% +$667K 1.05% 18
2021
Q4 		$12M Sell
225,096
-23,532
-9% -$1.23M 1.07% 15
2021
Q3 		$12M Buy
248,628
+30,408
+14% +$1.51M 1.17% 11
2021
Q2 		$10.4M Buy
218,220
+9,456
+5% +$429K 1.05% 16
2021
Q1 		$8.94M Sell
208,764
-7,578
-4% -$324K 9.06% 4
2020
Q4 		$9.13M Buy
216,342
+12,666
+6% +$506K 1.03% 18
2020
Q3 		$7.73M Sell
203,676
-19,422
-9% -$717K 9.13% 3
2020
Q2 		$7.51M Sell
223,098
-1,680
-0.7% -$51.7K 1.38% 15
2020
Q1 		$5.87M Sell
224,778
-11,712
-5% -$351K 8.62% 3
2019
Q4 		$7.18M Sell
236,490
-3,306
-1% -$95.5K 1.29% 15
2019
Q3 		$6.65M Sell
239,796
-1,992
-0.8% -$55.3K 1.3% 15
2019
Q2 		$6.58M Buy
241,788
+666
+0.3% +$17.8K 1.28% 16
2019
Q1 		$6.29M Sell
241,122
-8,502
-3% -$210K 1.28% 16
2018
Q4 		$5.59M Buy
249,624
+14,178
+6% +$343K 1.22% 16
2018
Q3 		$6.32M Buy
235,446
+72,984
+45% +$1.91M 1.33% 14
2018
Q2 		$4.06M Sell
162,462
-63,948
-28% -$1.57M 1.23% 13
2018
Q1 		$5.35M Sell
226,410
-2,574
-1% -$62.7K 1.18% 19
2017
Q4 		$5.37M Sell
228,984
-5,898
-3% -$135K 1.2% 20
2017
Q3 		$5.2M Sell
234,882
-3,396
-1% -$73.8K 1.21% 17
2017
Q2 		$5.04M Buy
238,278
+1,482
+0.6% +$31K 1.25% 13
2017
Q1 		$4.8M Buy
236,796
+1,542
+0.7% +$30.4K 1.25% 14
2016
Q4 		$4.37M Buy
235,254
+13,914
+6% +$257K 1.21% 12
2016
Q3 		$4.14M Buy
221,340
+2,730
+1% +$50.8K 1.18% 13
2016
Q2 		$3.91M Buy
218,610
+15,744
+8% +$280K 1.07% 19
2016
Q1 		$3.6M Sell
202,866
-6,096
-3% -$102K 0.97% 27
2015
Q4 		$3.71M Buy
208,962
+56,952
+37% +$1.02M 0.96% 26
2015
Q3 		$2.54M Buy
152,010
+44,376
+41% +$787K 0.66% 54
2015
Q2 		$1.92M Buy
107,634
+19,872
+23% +$361K 0.52% 70
2015
Q1 		$1.53M Buy
87,762
+9,684
+12% +$172K 0.38% 83
2014
Q4 		$1.36M Buy
78,078
+25,470
+48% +$433K 0.36% 81
2014
Q3 		$874K Buy
52,608
+41,700
+382% +$694K 0.26% 99
2014
Q2 		$180K Buy
10,908
+6
+0.1% +$95 0.06% 210
2014
Q1 		$170K Hold
10,902
– – 0.07% 203
2013
Q4 		$169K Sell
10,902
-32,670
-75% -$483K 0.1% 163
2013
Q3 		$614K Sell
43,572
-46,464
-52% -$640K 0.36% 99
2013
Q2 		$1.17M Buy
+90,036
New +$1.19M 0.65% 44

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regal Investment Advisors's VUG Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.6% in Q1 2026, buying an estimated $1.32M and bringing the position to 317,034 shares worth $23.1M. The position accounts for 1.33% of the portfolio, ranked #9.

Regal Investment Advisors first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.4M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Regal Investment Advisors held 317,034 shares of Vanguard Morningstar Growth ETF worth $23.1M as of Q1 2026.
  • Regal Investment Advisors bought 16,926 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.32M.
  • Vanguard Morningstar Growth ETF made up 1.33% of Regal Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Regal Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Regal Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $24.4M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.