Retirement Income Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.41M | Sell |
5,521
-27,605
| -83% | -$2.32M | 0.42% | 31 |
|
|
2026
Q1 | $2.41M | Hold |
33,126
| – | – | 0.41% | 32 |
|
|
2025
Q4 | $2.69M | Hold |
33,126
| – | – | 0.46% | 32 |
|
|
2025
Q3 | $2.65M | Hold |
33,126
| – | – | 0.45% | 29 |
|
|
2025
Q2 | $2.42M | Hold |
33,126
| – | – | 0.44% | 30 |
|
|
2025
Q1 | $2.05M | Hold |
33,126
| – | – | 0.43% | 30 |
|
|
2024
Q4 | $2.27M | Hold |
33,126
| – | – | 0.46% | 27 |
|
|
2024
Q3 | $2.12M | Sell |
33,126
-342
| -1% | -$21.2K | 0.48% | 29 |
|
|
2024
Q2 | $2.09M | Sell |
33,468
-618
| -2% | -$36K | 0.5% | 28 |
|
|
2024
Q1 | $1.96M | Sell |
34,086
-408
| -1% | -$22.4K | 0.44% | 31 |
|
|
2023
Q4 | $1.79M | Buy |
34,494
+4,026
| +13% | +$194K | 0.44% | 32 |
|
|
2023
Q3 | $1.38M | Buy |
30,468
+744
| +3% | +$35.1K | 0.39% | 33 |
|
|
2023
Q2 | $1.4M | Hold |
29,724
| – | – | 0.38% | 35 |
|
|
2023
Q1 | $1.24M | Sell |
29,724
-1,836
| -6% | -$71.4K | 0.36% | 37 |
|
|
2022
Q4 | $1.12M | Sell |
31,560
-600
| -2% | -$22.1K | 0.36% | 38 |
|
|
2022
Q3 | $1.17M | Buy |
32,160
+2,514
| +8% | +$101K | 0.42% | 33 |
|
|
2022
Q2 | $1.1M | Buy |
29,646
+6,720
| +29% | +$276K | 0.39% | 34 |
|
|
2022
Q1 | $1.1M | Hold |
22,926
| – | – | 0.3% | 33 |
|
|
2021
Q4 | $1.23M | Sell |
22,926
-5,412
| -19% | -$282K | 0.33% | 29 |
|
|
2021
Q3 | $1.37M | Hold |
28,338
| – | – | 0.46% | 30 |
|
|
2021
Q2 | $1.35M | Sell |
28,338
-6,378
| -18% | -$290K | 0.46% | 28 |
|
|
2021
Q1 | $1.49M | Hold |
34,716
| – | – | 0.51% | 28 |
|
|
2020
Q4 | $1.47M | Buy |
34,716
+2,550
| +8% | +$102K | 0.53% | 27 |
|
|
2020
Q3 | $1.22M | Sell |
32,166
-3,618
| -10% | -$134K | 0.54% | 29 |
|
|
2020
Q2 | $1.21M | Buy |
35,784
+16,368
| +84% | +$503K | 0.51% | 27 |
|
|
2020
Q1 | $507K | Hold |
19,416
| – | – | 0.28% | 42 |
|
|
2019
Q4 | $590K | Hold |
19,416
| – | – | 0.25% | 44 |
|
|
2019
Q3 | $538K | Hold |
19,416
| – | – | 0.29% | 40 |
|
|
2019
Q2 | $529K | Hold |
19,416
| – | – | 0.28% | 40 |
|
|
2019
Q1 | $506K | Hold |
19,416
| – | – | 0.29% | 41 |
|
|
2018
Q4 | $435K | Hold |
19,416
| – | – | 0.28% | 40 |
|
|
2018
Q3 | $521K | Hold |
19,416
| – | – | 0.29% | 35 |
|
|
2018
Q2 | $485K | Hold |
19,416
| – | – | 0.3% | 35 |
|
|
2018
Q1 | $459K | Hold |
19,416
| – | – | 0.28% | 32 |
|
|
2017
Q4 | $455K | Buy |
+19,416
| New | +$446K | 0.27% | 41 |
|
Other funds holding VUG
EWA
Retirement Income Solutions's VUG Position: Q2 2026 in Review
Retirement Income Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $2.32M and leaving 5,521 shares worth $2.41M. The position accounts for 0.42% of the portfolio, ranked #31.
Retirement Income Solutions first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.69M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- Retirement Income Solutions held 5,521 shares of Vanguard Morningstar Growth ETF worth $2.41M as of Q2 2026.
- Retirement Income Solutions sold 27,605 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.32M.
- Vanguard Morningstar Growth ETF made up 0.42% of Retirement Income Solutions's portfolio in Q2 2026, its #31 holding.
- Retirement Income Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Retirement Income Solutions's Vanguard Morningstar Growth ETF position peaked at $2.69M in Q4 2025.
- 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.