Richardson Financial Services’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richardson Financial Services's VUG Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Growth ETF (VUG) stake by 0.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 83,358 shares worth $6.07M. The position accounts for 3.8% of the portfolio, ranked #4.

Richardson Financial Services first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.59M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Richardson Financial Services held 83,358 shares of Vanguard Growth ETF worth $6.07M as of Q1 2026.
Richardson Financial Services bought 252 Vanguard Growth ETF shares in Q1 2026, an estimated $19.6K.
Vanguard Growth ETF made up 3.8% of Richardson Financial Services's portfolio in Q1 2026, its #4 holding.
Richardson Financial Services first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Growth ETF position peaked at $7.59M in Q3 2024.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.