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Retirement Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Retirement Investment Advisors’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 		$287M Buy
3,327,139
+165,781
+5% +$13.9M 20.44% 2
2026
Q1 		$257M Buy
3,161,358
+192
+0% +$14.9K 20.69% 2
2025
Q4 		$257M Sell
3,161,166
-10,014
-0.3% -$813K 20.71% 2
2025
Q3 		$253M Sell
3,171,180
-8,418
-0.3% -$643K 21.07% 1
2025
Q2 		$232M Buy
3,179,598
+153,576
+5% +$10.1M 20.9% 1
2025
Q1 		$187M Buy
3,026,022
+37,026
+1% +$2.5M 18.93% 2
2024
Q4 		$204M Buy
2,988,996
+28,896
+1% +$1.94M 21.56% 1
2024
Q3 		$189M Buy
2,960,100
+46,458
+2% +$2.88M 20.69% 2
2024
Q2 		$182M Buy
+2,913,642
New +$170M 22.05% 1
2023
Q4 		$140M Sell
2,698,200
-2,179,860
-45% -$105M 20.01% 2
2023
Q3 		$221M Buy
4,878,060
+1,167,690
+31% +$55.2M 20.16% 2
2023
Q2 		$175M Buy
3,710,370
+911,736
+33% +$39.5M 20.98% 1
2023
Q1 		$116M Buy
2,798,634
+2,032,788
+265% +$79.1M 20.82% 1
2022
Q4 		$27.2M Buy
+765,846
New +$28.2M 17.61% 1

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Retirement Investment Advisors's VUG Position: Q2 2026 in Review

Retirement Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.2% in Q2 2026, buying an estimated $13.9M and bringing the position to 3,327,139 shares worth $287M. The position accounts for 20.44% of the portfolio, ranked #2.

Retirement Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Retirement Investment Advisors held 3,327,139 shares of Vanguard Morningstar Growth ETF worth $287M as of Q2 2026.
  • Retirement Investment Advisors bought 165,781 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard Morningstar Growth ETF made up 20.44% of Retirement Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Retirement Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.