Richards, Merrill & Peterson’s Vanguard Morningstar 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 Q3	$93.4K	Buy	1,037 +379	+58%	+$33.2K	0.03%	223
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richards, Merrill & Peterson's VUG Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Vanguard Morningstar Growth ETF (VUG) stake by 58% in Q3 2026, buying an estimated $33.2K and bringing the position to 1,037 shares worth $93.4K. The position accounts for 0.03% of the portfolio, ranked #223.

Richards, Merrill & Peterson first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 2,072 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Richards, Merrill & Peterson held 1,037 shares of Vanguard Morningstar Growth ETF worth $93.4K as of Q3 2026.
Richards, Merrill & Peterson bought 379 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $33.2K.
Vanguard Morningstar Growth ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #223 holding.
Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,072 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.