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Rice Partnership’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rice Partnership’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 		$82.5K Sell
958
-194
-17% -$16.3K 0.01% 141
2026
Q1 		$83.9K Sell
1,152
-96
-8% -$7.47K 0.01% 139
2025
Q4 		$101K Sell
1,248
-120
-9% -$9.74K 0.01% 128
2025
Q3 		$109K Buy
1,368
+846
+162% +$64.6K 0.02% 128
2025
Q2 		$38.1K Hold
522
– – 0.01% 145
2025
Q1 		$32.3K Buy
522
+120
+30% +$8.09K 0.01% 128
2024
Q4 		$27.5K Hold
402
– – 0.01% 144
2024
Q3 		$25.7K Buy
402
+96
+31% +$5.95K 0.01% 148
2024
Q2 		$19.1K Hold
306
– – ﹤0.01% 136
2024
Q1 		$17.6K Hold
306
– – ﹤0.01% 128
2023
Q4 		$15.9K Buy
+306
New +$14.8K ﹤0.01% 116
2022
Q4 		– Sell
-2,634
Closed -$94K – 127
2022
Q3 		$94K Buy
+2,634
New +$106K 0.03% 96
2021
Q4 		– Sell
-690
Closed -$33K – 155
2021
Q3 		$33K Sell
690
-630
-48% -$31.4K 0.01% 117
2021
Q2 		$63K Buy
+1,320
New +$59.9K 0.02% 105
2019
Q4 		– Sell
-4,458
Closed -$124K – 125
2019
Q3 		$124K Buy
+4,458
New +$124K 0.08% 77

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

Rice Partnership's VUG Position: Q2 2026 in Review

Rice Partnership reduced its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q2 2026, selling an estimated $16.3K and leaving 958 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #141.

Rice Partnership first reported a position in VUG in Q3 2019 and has held it in 15 quarters since. The position peaked at $124K in Q3 2019. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rice Partnership held 958 shares of Vanguard Morningstar Growth ETF worth $82.5K as of Q2 2026.
  • Rice Partnership sold 194 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #141 holding.
  • Rice Partnership first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 15 quarters since.
  • Rice Partnership's Vanguard Morningstar Growth ETF position peaked at $124K in Q3 2019.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.