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Richardson Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Richardson Capital Management’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 		$754K Sell
8,753
-331
-4% -$27.9K 0.32% 15
2026
Q1 		$661K Buy
9,084
+6,186
+213% +$481K 0.32% 15
2025
Q4 		$236K Buy
2,898
+336
+13% +$27.3K 0.12% 32
2025
Q3 		$205K Buy
2,562
+120
+5% +$9.17K 0.1% 37
2025
Q2 		$178K Sell
2,442
-714
-23% -$47K 0.09% 41
2025
Q1 		$195K Buy
3,156
+726
+30% +$49K 0.12% 35
2024
Q4 		$166K Buy
2,430
+30
+1% +$2.02K 0.11% 39
2024
Q3 		$154K Buy
2,400
+12
+0.5% +$744 0.11% 35
2024
Q2 		$149K Buy
2,388
+60
+3% +$3.5K 0.11% 39
2024
Q1 		$134K Sell
2,328
-204
-8% -$11.2K 0.11% 37
2023
Q4 		$131K Buy
+2,532
New +$122K 0.13% 35

Other funds holding VUG

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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Richardson Capital Management's VUG Position: Q2 2026 in Review

Richardson Capital Management reduced its Vanguard Growth ETF (VUG) stake by 3.6% in Q2 2026, selling an estimated $27.9K and leaving 8,753 shares worth $754K. The position accounts for 0.32% of the portfolio, ranked #15.

Richardson Capital Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Richardson Capital Management held 8,753 shares of Vanguard Growth ETF worth $754K as of Q2 2026.
  • Richardson Capital Management sold 331 Vanguard Growth ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Growth ETF made up 0.32% of Richardson Capital Management's portfolio in Q2 2026, its #15 holding.
  • Richardson Capital Management first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.