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Retirement Solution’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Retirement Solution’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 		$775K Buy
8,997
+1,353
+18% +$114K 0.15% 28
2026
Q1 		$556K Buy
7,644
+108
+1% +$8.4K 0.13% 24
2025
Q4 		$613K Buy
7,536
+678
+10% +$55K 0.14% 26
2025
Q3 		$548K Buy
6,858
+540
+9% +$41.3K 0.13% 21
2025
Q2 		$462K Buy
6,318
+2,208
+54% +$145K 0.12% 21
2025
Q1 		$254K Buy
4,110
+192
+5% +$12.9K 0.07% 28
2024
Q4 		$268K Buy
3,918
+642
+20% +$43.1K 0.07% 34
2024
Q3 		$210K Sell
3,276
-66
-2% -$4.09K 0.05% 50
2024
Q2 		$208K Buy
+3,342
New +$195K 0.06% 36
2024
Q1 		– Sell
-3,900
Closed -$202K – 44
2023
Q4 		$202K Buy
+3,900
New +$188K 0.06% 40
2023
Q3 		– Sell
-8,964
Closed -$423K – 46
2023
Q2 		$423K Buy
+8,964
New +$389K 0.14% 30
2022
Q3 		– Sell
-10,992
Closed -$408K – 34
2022
Q2 		$408K Buy
+10,992
New +$452K 0.22% 23
2021
Q1 		– Sell
-5,610
Closed -$237K – 40
2020
Q4 		$237K Buy
+5,610
New +$224K 0.16% 35

Other funds holding VUG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Retirement Solution's VUG Position: Q2 2026 in Review

Retirement Solution increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q2 2026, buying an estimated $114K and bringing the position to 8,997 shares worth $775K. The position accounts for 0.15% of the portfolio, ranked #28.

Retirement Solution first reported a position in VUG in Q4 2020 and has held it in 13 quarters since. 2,772 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Retirement Solution held 8,997 shares of Vanguard Morningstar Growth ETF worth $775K as of Q2 2026.
  • Retirement Solution bought 1,353 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Growth ETF made up 0.15% of Retirement Solution's portfolio in Q2 2026, its #28 holding.
  • Retirement Solution first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 13 quarters since.
  • 2,772 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.