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 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%	+$8.29K	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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Riverbend Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.97% in Q2 2026, selling an estimated $4.96K and leaving 6,031 shares worth $519K. The position accounts for 0.26% of the portfolio, ranked #105.

Riverbend Wealth Management first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,538 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Riverbend Wealth Management held 6,031 shares of Vanguard Morningstar Growth ETF worth $519K as of Q2 2026.
Riverbend Wealth Management sold 59 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.96K.
Vanguard Morningstar Growth ETF made up 0.26% of Riverbend Wealth Management's portfolio in Q2 2026, its #105 holding.
Riverbend Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,538 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.