Rinkey Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rinkey Investments’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	$10.6M	Buy	123,408 +9,258	+8%	+$779K	2.5%	11
2026 Q1	$8.31M	Buy	114,150 +5,262	+5%	+$409K	2.13%	14
2025 Q4	$8.85M	Sell	108,888 -3,900	-3%	-$317K	2.25%	12
2025 Q3	$9.02M	Buy	112,788 +3,204	+3%	+$245K	2.39%	13
2025 Q2	$8.01M	Sell	109,584 -11,202	-9%	-$738K	2.41%	13
2025 Q1	$7.46M	Buy	120,786 +12,174	+11%	+$821K	2.37%	13
2024 Q4	$7.43M	Buy	108,612 +1,926	+2%	+$129K	2.38%	15
2024 Q3	$6.83M	Buy	+106,686	New	+$6.61M	2.21%	16

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

Rinkey Investments's VUG Position: Q2 2026 in Review

Rinkey Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.1% in Q2 2026, buying an estimated $779K and bringing the position to 123,408 shares worth $10.6M. The position accounts for 2.5% of the portfolio, ranked #11.

Rinkey Investments first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Rinkey Investments held 123,408 shares of Vanguard Morningstar Growth ETF worth $10.6M as of Q2 2026.
Rinkey Investments bought 9,258 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $779K.
Vanguard Morningstar Growth ETF made up 2.5% of Rinkey Investments's portfolio in Q2 2026, its #11 holding.
Rinkey Investments first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.