RIA
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Retirement Investment Advisors’s Vanguard 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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Retirement Investment Advisors increased its Vanguard 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. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Retirement Investment Advisors held 3,327,139 shares of Vanguard Growth ETF worth $287M as of Q2 2026.
  • Retirement Investment Advisors bought 165,781 Vanguard Growth ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard 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 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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