Riverbend Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riverbend 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 Q3	$592K	Buy	6,570 +539	+9%	+$47.2K	0.27%	99
2026 Q2	$519K	Sell	6,031 -59	-1%	-$4.96K	0.26%	105
2026 Q1	$443K	Buy	6,090 +30	+0.5%	+$2.33K	0.25%	97
2025 Q4	$493K	Hold	6,060	–	–	0.31%	87
2025 Q3	$484K	Hold	6,060	–	–	0.34%	81
2025 Q2	$443K	Buy	6,060 +126	+2%	+$8.3K	0.34%	83
2025 Q1	$367K	Hold	5,934	–	–	0.33%	82
2024 Q4	$406K	Buy	+5,934	New	+$399K	0.36%	77

Other funds holding VUG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Riverbend Wealth Management's VUG Position: Q3 2026 in Review

Riverbend Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.9% in Q3 2026, buying an estimated $47.2K and bringing the position to 6,570 shares worth $592K. The position accounts for 0.27% of the portfolio, ranked #99.

Riverbend Wealth Management first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Riverbend Wealth Management held 6,570 shares of Vanguard Morningstar Growth ETF worth $592K as of Q3 2026.
Riverbend Wealth Management bought 539 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $47.2K.
Vanguard Morningstar Growth ETF made up 0.27% of Riverbend Wealth Management's portfolio in Q3 2026, its #99 holding.
Riverbend Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.