Resolute Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Resolute Wealth Strategies’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	$419K	Buy	5,754 +228	+4%	+$17.7K	0.18%	73
2025 Q4	$449K	Buy	5,526 +144	+3%	+$11.7K	0.2%	66
2025 Q3	$430K	Buy	5,382 +606	+13%	+$46.3K	0.2%	68
2025 Q2	$349K	Hold	4,776	–	–	0.19%	78
2025 Q1	$295K	Buy	4,776 +6	+0.1%	+$405	0.16%	79
2024 Q4	$326K	Buy	4,770 +6	+0.1%	+$403	0.17%	74
2024 Q3	$305K	Buy	4,764 +12	+0.3%	+$744	0.16%	76
2024 Q2	$296K	Hold	4,752	–	–	0.17%	70
2024 Q1	$273K	Buy	4,752 +6	+0.1%	+$330	0.17%	75
2023 Q4	$246K	Buy	4,746 +6	+0.1%	+$290	0.17%	80
2023 Q3	$215K	Buy	4,740 +6	+0.1%	+$283	0.16%	82
2023 Q2	$223K	Buy	+4,734	New	+$205K	0.17%	83

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Resolute Wealth Strategies's VUG Position: Q1 2026 in Review

Resolute Wealth Strategies increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.1% in Q1 2026, buying an estimated $17.7K and bringing the position to 5,754 shares worth $419K. The position accounts for 0.18% of the portfolio, ranked #73.

Resolute Wealth Strategies first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $449K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Resolute Wealth Strategies held 5,754 shares of Vanguard Morningstar Growth ETF worth $419K as of Q1 2026.
Resolute Wealth Strategies bought 228 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $17.7K.
Vanguard Morningstar Growth ETF made up 0.18% of Resolute Wealth Strategies's portfolio in Q1 2026, its #73 holding.
Resolute Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
Resolute Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $449K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Resolute Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.