Richardson Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Richardson Financial Services’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	$7.16M	Sell	83,175 -183	-0.2%	-$15.4K	4.06%	4
2026 Q1	$6.07M	Buy	83,358 +252	+0.3%	+$19.6K	3.8%	4
2025 Q4	$5.4M	Sell	83,106 -2,388	-3%	-$194K	1.75%	5
2025 Q3	$6.83M	Sell	85,494 -1,404	-2%	-$107K	4.24%	3
2025 Q2	$6.31M	Buy	86,898 +28,152	+48%	+$1.85M	4.24%	2
2025 Q1	$3.63M	Sell	58,746 -31,158	-35%	-$2.1M	2.76%	5
2024 Q4	$6.19M	Sell	89,904 -31,134	-26%	-$2.09M	4.35%	4
2024 Q3	$7.59M	Buy	121,038 +29,838	+33%	+$1.85M	4.83%	1
2024 Q2	$5.68M	Buy	91,200 +360	+0.4%	+$21K	4.09%	3
2024 Q1	$5.22M	Buy	90,840 +33,864	+59%	+$1.86M	3.68%	3
2023 Q4	$2.95M	Buy	+56,976	New	+$2.75M	2.59%	5

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 Financial Services's VUG Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.22% in Q2 2026, selling an estimated $15.4K and leaving 83,175 shares worth $7.16M. The position accounts for 4.06% of the portfolio, ranked #4.

Richardson Financial Services first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.59M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Richardson Financial Services held 83,175 shares of Vanguard Morningstar Growth ETF worth $7.16M as of Q2 2026.
Richardson Financial Services sold 183 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Morningstar Growth ETF made up 4.06% of Richardson Financial Services's portfolio in Q2 2026, its #4 holding.
Richardson Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard Morningstar Growth ETF position peaked at $7.59M in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.