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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Retirement Guys Formula's VUG Position: Q2 2026 in Review

Retirement Guys Formula reduced its Vanguard Morningstar Growth ETF (VUG) stake by 32% in Q2 2026, selling an estimated $729K and leaving 18,447 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #63.

Retirement Guys Formula first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Retirement Guys Formula held 18,447 shares of Vanguard Morningstar Growth ETF worth $1.59M as of Q2 2026.
Retirement Guys Formula sold 8,661 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $729K.
Vanguard Morningstar Growth ETF made up 0.6% of Retirement Guys Formula's portfolio in Q2 2026, its #63 holding.
Retirement Guys Formula first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 8 quarters since.
Retirement Guys Formula's Vanguard Morningstar Growth ETF position peaked at $1.87M in Q4 2025.
2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.