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River Wealth Advisors’s Vanguard 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
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
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

River Wealth Advisors's VUG Position: Q1 2026 in Review

River Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.4% in Q1 2026, selling an estimated $23.8K and leaving 21,918 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #86.

River Wealth Advisors first reported a position in VUG in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.81M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • River Wealth Advisors held 21,918 shares of Vanguard Growth ETF worth $1.6M as of Q1 2026.
  • River Wealth Advisors sold 306 Vanguard Growth ETF shares in Q1 2026, an estimated $23.8K.
  • Vanguard Growth ETF made up 0.18% of River Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • River Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2018 and has held it in 24 quarters since.
  • River Wealth Advisors's Vanguard Growth ETF position peaked at $1.81M in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.