RL
VUG icon

Retireful LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Retireful LLC’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 		– Sell
-4,320
Closed -$351K – 123
2025
Q4 		$351K Buy
+4,320
New +$351K 0.44% 73
2023
Q4 		– Sell
-15,780
Closed -$718K – 128
2023
Q3 		$718K Buy
15,780
+840
+6% +$39.7K 0.34% 66
2023
Q2 		$705K Sell
14,940
-3,006
-17% -$130K 0.27% 74
2023
Q1 		$746K Buy
+17,946
New +$698K 0.24% 46
2022
Q3 		– Sell
-7,218
Closed -$268K – 15
2022
Q2 		$268K Buy
+7,218
New +$297K 0.58% 6

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 $424B AUM 22.94% 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

Retireful LLC's VUG Position: Q1 2026 in Review

Retireful LLC sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 4,320 shares — an estimated $351K sold.

Retireful LLC first reported a position in VUG in Q2 2022 and held it in 5 quarters. The position peaked at $746K in Q1 2023. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Retireful LLC reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Retireful LLC sold 4,320 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $351K.
  • Retireful LLC first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 5 quarters.
  • Retireful LLC's Vanguard Morningstar Growth ETF position peaked at $746K in Q1 2023.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.