Retirement Guys Formula’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Retirement Guys Formula’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 Q3	$2.28M	Sell	17,889 -558	-3%	-$48.8K	0.85%	45
2026 Q2	$1.59M	Sell	18,447 -8,661	-32%	-$729K	0.6%	63
2026 Q1	$1.87M	Buy	27,108 +1,704	+7%	+$133K	0.86%	43
2025 Q4	$1.87M	Buy	25,404 +186	+0.7%	+$15.1K	0.85%	39
2025 Q3	$1.83M	Sell	25,218 -648	-3%	-$49.5K	0.65%	48
2025 Q2	$1.78M	Buy	25,866 +258	+1%	+$17K	0.68%	49
2025 Q1	$1.44M	Buy	25,608 +17,220	+205%	+$1.16M	0.71%	52
2024 Q4	$574K	Buy	+8,388	New	+$564K	0.29%	90
2024 Q3	–	Sell	-3,492	Closed	-$218K	–	139
2024 Q2	$218K	Buy	+3,492	New	+$204K	0.1%	121

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Retirement Guys Formula's VUG Position: Q3 2026 in Review

Retirement Guys Formula reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q3 2026, selling an estimated $48.8K and leaving 17,889 shares worth $2.28M. The position accounts for 0.85% of the portfolio, ranked #45.

Retirement Guys Formula first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 1,216 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Retirement Guys Formula held 17,889 shares of Vanguard Morningstar Growth ETF worth $2.28M as of Q3 2026.
Retirement Guys Formula sold 558 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $48.8K.
Vanguard Morningstar Growth ETF made up 0.85% of Retirement Guys Formula's portfolio in Q3 2026, its #45 holding.
Retirement Guys Formula first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,216 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.