River Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

River Wealth 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	$1.75M	Sell	20,301 -1,617	-7%	-$136K	0.18%	83
2026 Q1	$1.6M	Sell	21,918 -306	-1%	-$23.8K	0.18%	86
2025 Q4	$1.81M	Hold	22,224	–	–	0.2%	83
2025 Q3	$1.78M	Buy	22,224 +894	+4%	+$68.3K	0.21%	85
2025 Q2	$1.56M	Buy	21,330 +9,288	+77%	+$611K	0.19%	94
2025 Q1	$744K	Buy	12,042 +114	+1%	+$7.69K	0.1%	123
2024 Q4	$816K	Sell	11,928 -132	-1%	-$8.87K	0.11%	122
2024 Q3	$772K	Buy	12,060 +6,432	+114%	+$399K	0.1%	125
2024 Q2	$351K	Hold	5,628	–	–	0.05%	163
2024 Q1	$323K	Buy	5,628 +1,404	+33%	+$77.2K	0.05%	171
2023 Q4	$219K	Buy	+4,224	New	+$204K	0.03%	196
2023 Q3	–	Sell	-6,156	Closed	-$290K	–	212
2023 Q2	$290K	Hold	6,156	–	–	0.05%	181
2023 Q1	$256K	Sell	6,156 -900	-13%	-$35K	0.05%	185
2022 Q4	$251K	Sell	7,056 -888	-11%	-$32.7K	0.05%	190
2022 Q3	$283K	Buy	7,944 +558	+8%	+$22.4K	0.06%	175
2022 Q2	$274K	Hold	7,386	–	–	0.05%	190
2022 Q1	$354K	Buy	7,386 +12	+0.2%	+$568	0.06%	172
2021 Q4	$394K	Sell	7,374 -1,290	-15%	-$67.2K	0.06%	169
2021 Q3	$419K	Buy	8,664 +246	+3%	+$12.2K	0.07%	162
2021 Q2	$402K	Buy	8,418 +750	+10%	+$34.1K	0.07%	166
2021 Q1	$328K	Buy	7,668 +1,200	+19%	+$51.3K	0.06%	175
2020 Q4	$273K	Buy	+6,468	New	+$258K	0.06%	180
2019 Q1	–	Sell	-2,052	Closed	-$46K	–	499
2018 Q4	$46K	Sell	2,052 -300	-13%	-$7.27K	0.02%	254
2018 Q3	$63K	Hold	2,352	–	–	0.02%	257
2018 Q2	$59K	Buy	+2,352	New	+$57.7K	0.02%	261

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

River Wealth Advisors's VUG Position: Q2 2026 in Review

River Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.4% in Q2 2026, selling an estimated $136K and leaving 20,301 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #83.

River Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.81M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

River Wealth Advisors held 20,301 shares of Vanguard Morningstar Growth ETF worth $1.75M as of Q2 2026.
River Wealth Advisors sold 1,617 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $136K.
Vanguard Morningstar Growth ETF made up 0.18% of River Wealth Advisors's portfolio in Q2 2026, its #83 holding.
River Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 25 quarters since.
River Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.81M in Q4 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.