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Ritholtz Wealth Management’s Vanguard Morningstar 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
Q2 		$12.9M Buy
149,593
+4,777
+3% +$402K 0.19% 63
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 $1.55T 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

Ritholtz Wealth Management's VUG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q2 2026, buying an estimated $402K and bringing the position to 149,593 shares worth $12.9M. The position accounts for 0.19% of the portfolio, ranked #63.

Ritholtz Wealth Management first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ritholtz Wealth Management held 149,593 shares of Vanguard Morningstar Growth ETF worth $12.9M as of Q2 2026.
  • Ritholtz Wealth Management bought 4,777 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $402K.
  • Vanguard Morningstar Growth ETF made up 0.19% of Ritholtz Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.