RF&L Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RF&L Wealth Management’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	$230K	Buy	+2,670	New	+$225K	0.16%	48

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

RF&L Wealth Management's VUG Position: Q2 2026 in Review

RF&L Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,670 shares worth $230K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

RF&L Wealth Management held 2,670 shares of Vanguard Morningstar Growth ETF worth $230K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new RF&L Wealth Management position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.16% of RF&L Wealth Management's portfolio in Q2 2026, its #48 holding.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.