RHS Financial
VUG icon

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
Q3 		$999K Hold
11,087
– – 0.34% 68
2026
Q2 		$955K Buy
11,087
+605
+6% +$50.9K 0.39% 62
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RHS Financial's VUG Position: Q3 2026 in Review

RHS Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 11,087 shares worth $999K. The position accounts for 0.34% of the portfolio, ranked #68.

RHS Financial first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.1M in Q4 2024. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • RHS Financial held 11,087 shares of Vanguard Morningstar Growth ETF worth $999K as of Q3 2026.
  • RHS Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.34% of RHS Financial's portfolio in Q3 2026, its #68 holding.
  • RHS Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • RHS Financial's Vanguard Morningstar Growth ETF position peaked at $1.1M in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.