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Resources Management Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Resources Management Corp’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 		– Sell
-750
Closed -$55K – 376
2026
Q1 		$55K Buy
750
+300
+67% +$23.3K 0.01% 256
2025
Q4 		$37K Hold
450
– – ﹤0.01% 280
2025
Q3 		$36K Hold
450
– – ﹤0.01% 272
2025
Q2 		$33K Hold
450
– – ﹤0.01% 289
2025
Q1 		$28K Sell
450
-150
-25% -$10.1K ﹤0.01% 308
2024
Q4 		$41K Hold
600
– – 0.01% 289
2024
Q3 		$38K Hold
600
– – 0.01% 302
2024
Q2 		$37K Hold
600
– – 0.01% 300
2024
Q1 		$34K Hold
600
– – 0.01% 307
2023
Q4 		$31K Hold
600
– – ﹤0.01% 311
2023
Q3 		$27K Hold
600
– – ﹤0.01% 316
2023
Q2 		$28K Sell
600
-1,644
-73% -$71.3K ﹤0.01% 315
2023
Q1 		$89K Buy
2,244
+1,290
+135% +$50.2K 0.01% 263
2022
Q4 		$34K Hold
954
– – 0.01% 320
2022
Q3 		$34K Hold
954
– – 0.01% 324
2022
Q2 		$35K Hold
954
– – 0.01% 327
2022
Q1 		$46K Hold
954
– – 0.01% 320
2021
Q4 		$51K Sell
954
-18
-2% -$938 0.01% 323
2021
Q3 		$47K Hold
972
– – 0.01% 319
2021
Q2 		$46K Buy
972
+18
+2% +$817 0.01% 331
2021
Q1 		$41K Hold
954
– – 0.01% 330
2020
Q4 		$40K Hold
954
– – 0.01% 328
2020
Q3 		$36K Hold
954
– – 0.01% 313
2020
Q2 		$32K Hold
954
– – 0.01% 319
2020
Q1 		$25K Sell
954
-720
-43% -$21.6K 0.01% 327
2019
Q4 		$51K Buy
1,674
+150
+10% +$4.33K 0.01% 293
2019
Q3 		$42K Buy
+1,524
New +$42.3K 0.01% 312
2018
Q4 		$34K Hold
1,524
– – 0.01% 310
2018
Q3 		$40K Buy
+1,524
New +$39.9K 0.01% 302

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

Resources Management Corp's VUG Position: Q2 2026 in Review

Resources Management Corp sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 750 shares — an estimated $55K sold.

Resources Management Corp first reported a position in VUG in Q3 2018 and held it in 29 quarters. The position peaked at $89K in Q1 2023. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Resources Management Corp reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Resources Management Corp sold 750 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $55K.
  • Resources Management Corp first reported a position in Vanguard Morningstar Growth ETF in Q3 2018 and held it in 29 quarters.
  • Resources Management Corp's Vanguard Morningstar Growth ETF position peaked at $89K in Q1 2023.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.