RWP
VUG icon

Ridgecrest Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ridgecrest Wealth Partners’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 		$387K Hold
4,494
– – 0.19% 67
2026
Q1 		$327K Buy
4,494
+60
+1% +$4.67K 0.18% 73
2025
Q4 		$361K Buy
4,434
+132
+3% +$10.7K 0.2% 70
2025
Q3 		$344K Buy
4,302
+468
+12% +$35.8K 0.16% 81
2025
Q2 		$280K Buy
3,834
+186
+5% +$12.2K 0.15% 86
2025
Q1 		$225K Hold
3,648
– – 0.12% 100
2024
Q4 		$250K Buy
3,648
+240
+7% +$16.1K 0.14% 87
2024
Q3 		$218K Buy
3,408
+150
+5% +$9.3K 0.11% 104
2024
Q2 		$203K Buy
+3,258
New +$190K 0.12% 100

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Ridgecrest Wealth Partners's VUG Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,494 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #67.

Ridgecrest Wealth Partners first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ridgecrest Wealth Partners held 4,494 shares of Vanguard Morningstar Growth ETF worth $387K as of Q2 2026.
  • Ridgecrest Wealth Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.19% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Ridgecrest Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.