Retirement Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Retirement Wealth Solutions’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 Q3	$85.9K	Buy	954 +1	+0.1%	+$88	0.05%	88
2026 Q2	$82.1K	Sell	953 -1	-0.1%	-$84	0.05%	86
2026 Q1	$69.4K	Hold	954	–	–	0.04%	81
2025 Q4	$77.4K	Buy	954 +6	+0.6%	+$487	0.05%	74
2025 Q3	$76K	Hold	948	–	–	0.05%	73
2025 Q2	$69.4K	Hold	948	–	–	0.05%	71
2025 Q1	$58.7K	Sell	948 -4,212	-82%	-$284K	0.05%	71
2024 Q4	$350K	Buy	+5,160	New	+$347K	0.3%	34

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Retirement Wealth Solutions's VUG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q3 2026, buying an estimated $88 and bringing the position to 954 shares worth $85.9K. The position accounts for 0.05% of the portfolio, ranked #88.

Retirement Wealth Solutions first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q4 2024. 1,323 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Retirement Wealth Solutions held 954 shares of Vanguard Morningstar Growth ETF worth $85.9K as of Q3 2026.
Retirement Wealth Solutions bought 1 Vanguard Morningstar Growth ETF share in Q3 2026, an estimated $88.
Vanguard Morningstar Growth ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #88 holding.
Retirement Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Vanguard Morningstar Growth ETF position peaked at $350K in Q4 2024.
1,323 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.