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Retirement Planning Group (Kansas)’s Vanguard Growth ETF VUG Stock Holding History

Retirement Planning Group (Kansas)’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 		$31.7M Sell
435,114
-9,102
-2% -$708K 0.98% 17
2025
Q4 		$36.1M Sell
444,216
-58,578
-12% -$4.75M 1.19% 17
2025
Q3 		$40.2M Buy
502,794
+2,220
+0.4% +$170K 1.4% 16
2025
Q2 		$36.6M Sell
500,574
-1,008
-0.2% -$66.4K 1.56% 15
2025
Q1 		$31M Buy
501,582
+180,402
+56% +$12.2M 1.45% 17
2024
Q4 		$22M Sell
321,180
-24,852
-7% -$1.67M 1.11% 19
2024
Q3 		$22.1M Buy
346,032
+54,624
+19% +$3.39M 1.21% 21
2024
Q2 		$18.2M Sell
291,408
-7,800
-3% -$455K 1.15% 19
2024
Q1 		$17.2M Buy
299,208
+219,372
+275% +$12.1M 1.31% 14
2023
Q4 		$4.14M Buy
79,836
+42,966
+117% +$2.07M 0.37% 31
2023
Q3 		$1.67M Buy
36,870
+996
+3% +$47K 0.18% 47
2023
Q2 		$1.69M Sell
35,874
-774
-2% -$33.6K 0.17% 47
2023
Q1 		$1.52M Buy
36,648
+1,134
+3% +$44.1K 0.16% 47
2022
Q4 		$1.26M Sell
35,514
-2,226
-6% -$81.9K 0.14% 54
2022
Q3 		$1.35M Sell
37,740
-36
-0.1% -$1.45K 0.17% 43
2022
Q2 		$1.4M Sell
37,776
-666
-2% -$27.4K 0.17% 38
2022
Q1 		$1.84M Hold
38,442
– – 0.2% 35
2021
Q4 		$2.06M Buy
38,442
+36
+0.1% +$1.88K 0.2% 32
2021
Q3 		$1.86M Hold
38,406
– – 0.21% 27
2021
Q2 		$1.84M Hold
38,406
– – 0.21% 33
2021
Q1 		$1.65M Buy
38,406
+174
+0.5% +$7.44K 0.23% 25
2020
Q4 		$1.61M Hold
38,232
– – 0.23% 26
2020
Q3 		$1.45M Sell
38,232
-144
-0.4% -$5.32K 0.24% 26
2020
Q2 		$1.29M Sell
38,376
-840
-2% -$25.8K 0.24% 27
2020
Q1 		$1.02M Buy
39,216
+720
+2% +$21.6K 0.24% 22
2019
Q4 		$1.17M Buy
38,496
+132
+0.3% +$3.81K 0.23% 30
2019
Q3 		$1.06M Buy
38,364
+1,200
+3% +$33.3K 0.23% 31
2019
Q2 		$1.01M Sell
37,164
-486
-1% -$13K 0.23% 29
2019
Q1 		$982K Buy
37,650
+30
+0.1% +$740 0.24% 29
2018
Q4 		$842K Buy
37,620
+1,008
+3% +$24.4K 0.23% 34
2018
Q3 		$983K Sell
36,612
-552
-1% -$14.4K 0.25% 24
2018
Q2 		$928K Sell
37,164
-5,256
-12% -$129K 0.25% 26
2018
Q1 		$1M Hold
42,420
– – 0.27% 23
2017
Q4 		$994K Buy
42,420
+1,656
+4% +$38K 0.27% 24
2017
Q3 		$902K Hold
40,764
– – 0.26% 24
2017
Q2 		$863K Sell
40,764
-1,974
-5% -$41.3K 0.26% 25
2017
Q1 		$867K Sell
42,738
-3,780
-8% -$74.6K 0.26% 27
2016
Q4 		$864K Buy
46,518
+1,572
+3% +$29.1K 0.28% 27
2016
Q3 		$841K Sell
44,946
-68,532
-60% -$1.28M 0.27% 27
2016
Q2 		$2.03M Sell
113,478
-546
-0.5% -$9.72K 0.69% 20
2016
Q1 		$2.02M Sell
114,024
-3,744
-3% -$62.8K 0.72% 20
2015
Q4 		$2.09M Buy
117,768
+3,654
+3% +$65.5K 0.77% 20
2015
Q3 		$1.91M Sell
114,114
-2,262
-2% -$40.1K 0.84% 21
2015
Q2 		$2.08M Buy
116,376
+3,702
+3% +$67.3K 0.85% 22
2015
Q1 		$1.96M Buy
112,674
+38,988
+53% +$691K 0.78% 24
2014
Q4 		$1.28M Buy
73,686
+22,128
+43% +$376K 0.4% 36
2014
Q3 		$856K Buy
51,558
+20,100
+64% +$335K 0.27% 36
2014
Q2 		$519K Buy
+31,458
New +$499K 0.16% 49

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VUG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Growth ETF (VUG) stake by 2% in Q1 2026, selling an estimated $708K and leaving 435,114 shares worth $31.7M. The position accounts for 0.98% of the portfolio, ranked #17.

Retirement Planning Group (Kansas) first reported a position in VUG in Q2 2014 and has held it in 48 quarters since. The position peaked at $40.2M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 435,114 shares of Vanguard Growth ETF worth $31.7M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 9,102 Vanguard Growth ETF shares in Q1 2026, an estimated $708K.
  • Vanguard Growth ETF made up 0.98% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #17 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Growth ETF in Q2 2014 and has held it in 48 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Growth ETF position peaked at $40.2M in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.