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Rise Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rise Advisors’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 		$52.5M Sell
609,959
-18,409
-3% -$1.55M 14.79% 1
2026
Q1 		$46.2M Buy
628,368
+20,040
+3% +$1.56M 16.3% 1
2025
Q4 		$49.5M Buy
608,328
+58,734
+11% +$4.77M 17.64% 1
2025
Q3 		$43.9M Buy
549,594
+31,758
+6% +$2.43M 15.76% 1
2025
Q2 		$37.8M Buy
517,836
+20,700
+4% +$1.36M 15.02% 1
2025
Q1 		$30.7M Buy
497,136
+77,682
+19% +$5.24M 13.58% 2
2024
Q4 		$28.7M Buy
419,454
+15,420
+4% +$1.04M 13.8% 2
2024
Q3 		$25.9M Buy
404,034
+22,266
+6% +$1.38M 12.39% 2
2024
Q2 		$23.8M Sell
381,768
-36,312
-9% -$2.12M 12.61% 2
2024
Q1 		$24M Buy
418,080
+191,076
+84% +$10.5M 12.78% 1
2023
Q4 		$21.1M Sell
227,004
-162,372
-42% -$7.84M 14.75% 1
2023
Q3 		$17.7M Buy
389,376
+23,622
+6% +$1.12M 14.01% 3
2023
Q2 		$17.2M Sell
365,754
-46,830
-11% -$2.03M 13.33% 3
2023
Q1 		$17.2M Buy
412,584
+29,700
+8% +$1.16M 12.95% 2
2022
Q4 		$13.6M Buy
382,884
+1,620
+0.4% +$59.6K 10.93% 3
2022
Q3 		$13.6M Buy
381,264
+320,802
+531% +$12.9M 11.27% 2
2022
Q2 		$2.25M Buy
60,462
+714
+1% +$29.3K 2.27% 12
2022
Q1 		$2.86M Buy
59,748
+5,178
+9% +$245K 2.58% 10
2021
Q4 		$2.92M Buy
+54,570
New +$2.84M 2.78% 9

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

Rise Advisors's VUG Position: Q2 2026 in Review

Rise Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.9% in Q2 2026, selling an estimated $1.55M and leaving 609,959 shares worth $52.5M. The position accounts for 14.79% of the portfolio, ranked #1.

Rise Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rise Advisors held 609,959 shares of Vanguard Morningstar Growth ETF worth $52.5M as of Q2 2026.
  • Rise Advisors sold 18,409 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.55M.
  • Vanguard Morningstar Growth ETF made up 14.79% of Rise Advisors's portfolio in Q2 2026, its #1 holding.
  • Rise Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.