Retirement Planning Group (Kansas)’s Vanguard Morningstar 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 Q2	$70.4M	Buy	817,700 +382,586	+88%	+$32.2M	1.79%	14
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Retirement Planning Group (Kansas)'s VUG Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Growth ETF (VUG) stake by 88% in Q2 2026, buying an estimated $32.2M and bringing the position to 817,700 shares worth $70.4M. The position accounts for 1.79% of the portfolio, ranked #14.

Retirement Planning Group (Kansas) first reported a position in VUG in Q2 2014 and has held it in 49 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Retirement Planning Group (Kansas) held 817,700 shares of Vanguard Morningstar Growth ETF worth $70.4M as of Q2 2026.
Retirement Planning Group (Kansas) bought 382,586 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $32.2M.
Vanguard Morningstar Growth ETF made up 1.79% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #14 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Growth ETF in Q2 2014 and has held it in 49 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.