RiverFront Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RiverFront Investment Group’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	$1.85M	Buy	21,476 +1,562	+8%	+$131K	0.02%	186
2026 Q1	$1.45M	Buy	19,914 +6,990	+54%	+$544K	0.02%	164
2025 Q4	$1.05M	Sell	12,924 -864	-6%	-$70.1K	0.02%	157
2025 Q3	$1.1M	Hold	13,788	–	–	0.02%	144
2025 Q2	$1.01M	Buy	13,788 +2,502	+22%	+$165K	0.02%	145
2025 Q1	$698K	Buy	11,286 +246	+2%	+$16.6K	0.02%	164
2024 Q4	$755K	Buy	11,040 +2,472	+29%	+$166K	0.02%	140
2024 Q3	$548K	Buy	8,568 +2,658	+45%	+$165K	0.01%	144
2024 Q2	$368K	Hold	5,910	–	–	0.01%	134
2024 Q1	$339K	Buy	5,910 +1,638	+38%	+$90.1K	0.01%	107
2023 Q4	$221K	Buy	+4,272	New	+$206K	0.01%	110

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

RiverFront Investment Group's VUG Position: Q2 2026 in Review

RiverFront Investment Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 7.8% in Q2 2026, buying an estimated $131K and bringing the position to 21,476 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #186.

RiverFront Investment Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

RiverFront Investment Group held 21,476 shares of Vanguard Morningstar Growth ETF worth $1.85M as of Q2 2026.
RiverFront Investment Group bought 1,562 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Growth ETF made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #186 holding.
RiverFront Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.