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 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

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 Wealth Solutions's VUG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.1% in Q2 2026, selling an estimated $84 and leaving 953 shares worth $82.1K. The position accounts for 0.05% of the portfolio, ranked #86.

Retirement Wealth Solutions first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Retirement Wealth Solutions held 953 shares of Vanguard Morningstar Growth ETF worth $82.1K as of Q2 2026.
Retirement Wealth Solutions sold 1 Vanguard Morningstar Growth ETF share in Q2 2026, an estimated $84.
Vanguard Morningstar Growth ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #86 holding.
Retirement Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Vanguard Morningstar Growth ETF position peaked at $350K in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.