Richards, Merrill & Peterson’s Vanguard Growth ETF VUG Stock Holding History

Richards, Merrill & Peterson’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	$56.7K	Sell	658 -68	-9%	-$5.72K	0.02%	238
2026 Q1	$52.9K	Hold	726	–	–	0.02%	228
2025 Q4	$59K	Hold	726	–	–	0.02%	212
2025 Q3	$58K	Hold	726	–	–	0.03%	187
2025 Q2	$53K	Hold	726	–	–	0.03%	175
2025 Q1	$44.9K	Buy	726 +30	+4%	+$2.02K	0.02%	259
2024 Q4	$47.6K	Buy	+696	New	+$46.8K	0.02%	245

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Richards, Merrill & Peterson's VUG Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard Growth ETF (VUG) stake by 9.4% in Q2 2026, selling an estimated $5.72K and leaving 658 shares worth $56.7K. The position accounts for 0.02% of the portfolio, ranked #238.

Richards, Merrill & Peterson first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $59K in Q4 2025. 1,269 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Richards, Merrill & Peterson held 658 shares of Vanguard Growth ETF worth $56.7K as of Q2 2026.
Richards, Merrill & Peterson sold 68 Vanguard Growth ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Growth ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #238 holding.
Richards, Merrill & Peterson first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Vanguard Growth ETF position peaked at $59K in Q4 2025.
1,269 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.