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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

RHS Financial's VUG Position: Q2 2026 in Review

RHS Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.8% in Q2 2026, buying an estimated $50.9K and bringing the position to 11,087 shares worth $955K. The position accounts for 0.39% of the portfolio, ranked #62.

RHS Financial first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RHS Financial held 11,087 shares of Vanguard Morningstar Growth ETF worth $955K as of Q2 2026.
  • RHS Financial bought 605 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $50.9K.
  • Vanguard Morningstar Growth ETF made up 0.39% of RHS Financial's portfolio in Q2 2026, its #62 holding.
  • RHS Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • RHS Financial's Vanguard Morningstar Growth ETF position peaked at $1.1M in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.