Richardson Capital Management’s Vanguard Morningstar 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Richardson Capital Management reduced its Vanguard Morningstar 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. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Richardson Capital Management held 8,753 shares of Vanguard Morningstar Growth ETF worth $754K as of Q2 2026.
Richardson Capital Management sold 331 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $27.9K.
Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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