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Richard W. Paul & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Richard W. Paul & Associates’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 		$803K Sell
9,321
-1,305
-12% -$110K 0.25% 103
2026
Q1 		$774K Sell
10,626
-84
-0.8% -$6.54K 0.26% 100
2025
Q4 		$871K Sell
10,710
-42
-0.4% -$3.41K 0.29% 95
2025
Q3 		$859K Sell
10,752
-48
-0.4% -$3.67K 0.29% 86
2025
Q2 		$789K Sell
10,800
-282
-3% -$18.6K 0.29% 88
2025
Q1 		$685K Sell
11,082
-1,344
-11% -$90.6K 0.27% 95
2024
Q4 		$850K Sell
12,426
-738
-6% -$49.6K 0.31% 90
2024
Q3 		$842K Sell
13,164
-1,086
-8% -$67.3K 0.3% 96
2024
Q2 		$888K Buy
14,250
+540
+4% +$31.5K 0.34% 78
2024
Q1 		$787K Sell
13,710
-978
-7% -$53.8K 0.31% 85
2023
Q4 		$761K Sell
14,688
-1,680
-10% -$81.1K 0.32% 81
2023
Q3 		$743K Sell
16,368
-894
-5% -$42.2K 0.34% 82
2023
Q2 		$814K Buy
17,262
+120
+0.7% +$5.2K 0.35% 81
2023
Q1 		$713K Sell
17,142
-186
-1% -$7.23K 0.33% 87
2022
Q4 		$615K Buy
+17,328
New +$637K 0.31% 87

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

Richard W. Paul & Associates's VUG Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $110K and leaving 9,321 shares worth $803K. The position accounts for 0.25% of the portfolio, ranked #103.

Richard W. Paul & Associates first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q2 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Richard W. Paul & Associates held 9,321 shares of Vanguard Morningstar Growth ETF worth $803K as of Q2 2026.
  • Richard W. Paul & Associates sold 1,305 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Morningstar Growth ETF made up 0.25% of Richard W. Paul & Associates's portfolio in Q2 2026, its #103 holding.
  • Richard W. Paul & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Vanguard Morningstar Growth ETF position peaked at $888K in Q2 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.