Retirement Guys Formula’s Vanguard 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 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 $1.37T 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

Retirement Guys Formula's VUG Position: Q1 2026 in Review

Retirement Guys Formula increased its Vanguard Growth ETF (VUG) stake by 6.7% in Q1 2026, buying an estimated $133K and bringing the position to 27,108 shares worth $1.87M. The position accounts for 0.86% of the portfolio, ranked #43.

Retirement Guys Formula first reported a position in VUG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Retirement Guys Formula held 27,108 shares of Vanguard Growth ETF worth $1.87M as of Q1 2026.
Retirement Guys Formula bought 1,704 Vanguard Growth ETF shares in Q1 2026, an estimated $133K.
Vanguard Growth ETF made up 0.86% of Retirement Guys Formula's portfolio in Q1 2026, its #43 holding.
Retirement Guys Formula first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 7 quarters since.
Retirement Guys Formula's Vanguard Growth ETF position peaked at $1.87M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.