RIG
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RiverFront Investment Group’s Vanguard 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
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
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

RiverFront Investment Group's VUG Position: Q1 2026 in Review

RiverFront Investment Group increased its Vanguard Growth ETF (VUG) stake by 54% in Q1 2026, buying an estimated $544K and bringing the position to 19,914 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #164.

RiverFront Investment Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • RiverFront Investment Group held 19,914 shares of Vanguard Growth ETF worth $1.45M as of Q1 2026.
  • RiverFront Investment Group bought 6,990 Vanguard Growth ETF shares in Q1 2026, an estimated $544K.
  • Vanguard Growth ETF made up 0.02% of RiverFront Investment Group's portfolio in Q1 2026, its #164 holding.
  • RiverFront Investment Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.