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RHS Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RHS Financial’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
Q1 		$763K Sell
10,482
-2,742
-21% -$213K 0.36% 59
2025
Q4 		$1.08M Buy
13,224
+1,950
+17% +$158K 0.52% 48
2025
Q3 		$901K Hold
11,274
– – 0.47% 48
2025
Q2 		$824K Sell
11,274
-5,856
-34% -$386K 0.47% 49
2025
Q1 		$1.06M Buy
17,130
+1,092
+7% +$73.6K 0.59% 49
2024
Q4 		$1.1M Buy
16,038
+888
+6% +$59.7K 0.57% 50
2024
Q3 		$969K Buy
+15,150
New +$939K 0.49% 57
2024
Q2 		– Sell
-17,850
Closed -$1.02M – 109
2024
Q1 		$1.02M Sell
17,850
-1,320
-7% -$72.6K 0.6% 42
2023
Q4 		$993K Buy
19,170
+1,182
+7% +$57.1K 0.63% 40
2023
Q3 		$816K Buy
17,988
+7,650
+74% +$361K 0.57% 46
2023
Q2 		$488K Sell
10,338
-216
-2% -$9.37K 0.36% 59
2023
Q1 		$439K Buy
10,554
+48
+0.5% +$1.87K 0.33% 62
2022
Q4 		$373K Sell
10,506
-60
-0.6% -$2.21K 0.3% 63
2022
Q3 		$377K Hold
10,566
– – 0.34% 58
2022
Q2 		$393K Sell
10,566
-216
-2% -$8.87K 0.32% 54
2022
Q1 		$517K Sell
10,782
-966
-8% -$45.7K 0.38% 47
2021
Q4 		$628K Hold
11,748
– – 0.44% 49
2021
Q3 		$568K Hold
11,748
– – 0.41% 54
2021
Q2 		$562K Buy
11,748
+300
+3% +$13.6K 0.42% 51
2021
Q1 		$490K Hold
11,448
– – 0.41% 49
2020
Q4 		$483K Sell
11,448
-4,554
-28% -$182K 0.41% 51
2020
Q3 		$607K Hold
16,002
– – 0.61% 45
2020
Q2 		$539K Sell
16,002
-1,038
-6% -$31.9K 0.63% 42
2020
Q1 		$445K Sell
17,040
-720
-4% -$21.6K 0.6% 41
2019
Q4 		$539K Hold
17,760
– – 0.56% 40
2019
Q3 		$492K Hold
17,760
– – 0.58% 42
2019
Q2 		$484K Hold
17,760
– – 0.61% 42
2019
Q1 		$463K Sell
17,760
-330
-2% -$8.14K 0.6% 43
2018
Q4 		$405K Buy
+18,090
New +$438K 0.58% 42

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RHS Financial's VUG Position: Q1 2026 in Review

RHS Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 21% in Q1 2026, selling an estimated $213K and leaving 10,482 shares worth $763K. The position accounts for 0.36% of the portfolio, ranked #59.

RHS Financial first reported a position in VUG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.1M in Q4 2024. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • RHS Financial held 10,482 shares of Vanguard Morningstar Growth ETF worth $763K as of Q1 2026.
  • RHS Financial sold 2,742 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Morningstar Growth ETF made up 0.36% of RHS Financial's portfolio in Q1 2026, its #59 holding.
  • RHS Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • RHS Financial's Vanguard Morningstar Growth ETF position peaked at $1.1M in Q4 2024.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.