Riggs Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riggs Asset 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 Q1	–	Sell	-34,236	Closed	-$2.78M	–	141
2025 Q4	$2.78M	Buy	34,236 +1,272	+4%	+$103K	0.56%	58
2025 Q3	$2.63M	Sell	32,964 -14,244	-30%	-$1.09M	0.57%	61
2025 Q2	$3.45M	Sell	47,208 -5,142	-10%	-$339K	0.85%	43
2025 Q1	$3.24M	Sell	52,350 -8,058	-13%	-$543K	0.92%	42
2024 Q4	$4.17M	Buy	60,408 +780	+1%	+$52.4K	1.11%	35
2024 Q3	$3.82M	Buy	59,628 +90	+0.2%	+$5.58K	1.04%	38
2024 Q2	$3.71M	Sell	59,538 -420	-0.7%	-$24.5K	1.11%	34
2024 Q1	$3.44M	Sell	59,958 -5,580	-9%	-$307K	1%	33
2023 Q4	$3.4M	Buy	65,538 +63,276	+2,797%	+$3.05M	1.08%	34
2023 Q3	$103K	Hold	2,262	–	–	0.04%	110
2023 Q2	$107K	Buy	+2,262	New	+$98.1K	0.04%	111
2016 Q4	–	Sell	-1,416	Closed	-$27K	–	288
2016 Q3	$27K	Buy	+1,416	New	+$26.3K	0.01%	145

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Riggs Asset Management's VUG Position: Q1 2026 in Review

Riggs Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 34,236 shares — an estimated $2.78M sold.

Riggs Asset Management first reported a position in VUG in Q3 2016 and held it in 12 quarters. The position peaked at $4.17M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Riggs Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Riggs Asset Management sold 34,236 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $2.78M.
Riggs Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and held it in 12 quarters.
Riggs Asset Management's Vanguard Morningstar Growth ETF position peaked at $4.17M in Q4 2024.
2,737 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.