Ritter Daniher Financial Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ritter Daniher Financial Advisory’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	$2.68M	Sell	31,127 -151	-0.5%	-$12.7K	0.41%	30
2026 Q1	$2.28M	Sell	31,278 -342	-1%	-$26.6K	0.39%	32
2025 Q4	$2.57M	Sell	31,620 -426	-1%	-$34.6K	0.43%	30
2025 Q3	$2.56M	Buy	32,046 +30,690	+2,263%	+$2.35M	0.45%	32
2025 Q2	$99.1K	Hold	1,356	–	–	0.02%	124
2025 Q1	$83.8K	Hold	1,356	–	–	0.02%	121
2024 Q4	$92.8K	Hold	1,356	–	–	0.03%	121
2024 Q3	$86.8K	Buy	1,356 +132	+11%	+$8.18K	0.03%	120
2024 Q2	$76.3K	Buy	+1,224	New	+$71.4K	0.02%	121

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

Ritter Daniher Financial Advisory's VUG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.48% in Q2 2026, selling an estimated $12.7K and leaving 31,127 shares worth $2.68M. The position accounts for 0.41% of the portfolio, ranked #30.

Ritter Daniher Financial Advisory first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Ritter Daniher Financial Advisory held 31,127 shares of Vanguard Morningstar Growth ETF worth $2.68M as of Q2 2026.
Ritter Daniher Financial Advisory sold 151 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $12.7K.
Vanguard Morningstar Growth ETF made up 0.41% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #30 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.