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Ritholtz Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Ritholtz Wealth 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 		$10.5M Buy
144,816
+6,390
+5% +$497K 0.18% 66
2025
Q4 		$11.3M Buy
138,426
+180
+0.1% +$14.6K 0.21% 54
2025
Q3 		$11.1M Buy
138,246
+5,130
+4% +$392K 0.21% 53
2025
Q2 		$9.73M Sell
133,116
-5,208
-4% -$343K 0.21% 51
2025
Q1 		$8.55M Buy
138,324
+39,420
+40% +$2.66M 0.26% 54
2024
Q4 		$6.77M Sell
98,904
-2,400
-2% -$161K 0.2% 64
2024
Q3 		$6.48M Buy
101,304
+22,968
+29% +$1.42M 0.2% 63
2024
Q2 		$4.88M Sell
78,336
-6,456
-8% -$376K 0.16% 74
2024
Q1 		$4.86M Buy
84,792
+10,242
+14% +$563K 0.17% 74
2023
Q4 		$3.86M Buy
74,550
+7,062
+10% +$341K 0.15% 80
2023
Q3 		$3.06M Buy
67,488
+52,512
+351% +$2.48M 0.14% 95
2023
Q2 		$706K Buy
14,976
+3,612
+32% +$157K 0.03% 354
2023
Q1 		$472K Hold
11,364
– – 0.02% 421
2022
Q4 		$404K Sell
11,364
-30
-0.3% -$1.1K 0.02% 403
2022
Q3 		$406K Sell
11,394
-102
-0.9% -$4.1K 0.02% 454
2022
Q2 		$427K Sell
11,496
-102
-0.9% -$4.19K 0.03% 348
2022
Q1 		$556K Sell
11,598
-510
-4% -$24.1K 0.04% 287
2021
Q4 		$648K Sell
12,108
-150
-1% -$7.81K 0.04% 243
2021
Q3 		$593K Sell
12,258
-1,218
-9% -$60.6K 0.04% 237
2021
Q2 		$644K Buy
13,476
+600
+5% +$27.2K 0.05% 206
2021
Q1 		$552K Sell
12,876
-4,416
-26% -$189K 0.05% 190
2020
Q4 		$730K Hold
17,292
– – 0.07% 118
2020
Q3 		$656K Buy
17,292
+4,590
+36% +$169K 0.07% 108
2020
Q2 		$428K Buy
12,702
+2,442
+24% +$75.1K 0.06% 127
2020
Q1 		$268K Buy
10,260
+282
+3% +$8.45K 0.04% 116
2019
Q4 		$303K Buy
9,978
+570
+6% +$16.5K 0.04% 112
2019
Q3 		$261K Buy
9,408
+2,040
+28% +$56.6K 0.04% 112
2019
Q2 		$201K Buy
+7,368
New +$197K 0.03% 122

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ritholtz Wealth Management's VUG Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Vanguard Growth ETF (VUG) stake by 4.6% in Q1 2026, buying an estimated $497K and bringing the position to 144,816 shares worth $10.5M. The position accounts for 0.18% of the portfolio, ranked #66.

Ritholtz Wealth Management first reported a position in VUG in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.3M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ritholtz Wealth Management held 144,816 shares of Vanguard Growth ETF worth $10.5M as of Q1 2026.
  • Ritholtz Wealth Management bought 6,390 Vanguard Growth ETF shares in Q1 2026, an estimated $497K.
  • Vanguard Growth ETF made up 0.18% of Ritholtz Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Ritholtz Wealth Management's Vanguard Growth ETF position peaked at $11.3M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.