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Riversedge Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Riversedge 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
Q3 		$67.8M Buy
751,879
+563,811
+300% +$49.3M 8.33% 2
2026
Q2 		$16.2M Buy
188,068
+3,316
+2% +$279K 2.13% 12
2026
Q1 		$13.4M Buy
184,752
+5,580
+3% +$434K 2.18% 13
2025
Q4 		$14.6M Sell
179,172
-216
-0.1% -$17.5K 2.37% 14
2025
Q3 		$14.3M Buy
179,388
+9,900
+6% +$757K 2.4% 13
2025
Q2 		$12.4M Buy
169,488
+26,298
+18% +$1.73M 2.42% 14
2025
Q1 		$8.85M Buy
143,190
+11,172
+8% +$753K 1.97% 14
2024
Q4 		$9.03M Sell
132,018
-606
-0.5% -$40.7K 2.04% 16
2024
Q3 		$8.49M Buy
132,624
+84
+0.1% +$5.21K 1.92% 16
2024
Q2 		$8.26M Sell
132,540
-246
-0.2% -$14.3K 2.01% 16
2024
Q1 		$7.62M Sell
132,786
-966
-0.7% -$53.1K 1.88% 15
2023
Q4 		$6.93M Sell
133,752
-1,512
-1% -$73K 1.9% 16
2023
Q3 		$6.14M Sell
135,264
-846
-0.6% -$40K 1.81% 16
2023
Q2 		$6.42M Sell
136,110
-1,116
-0.8% -$48.4K 1.76% 17
2023
Q1 		$5.7M Sell
137,226
-312
-0.2% -$12.1K 1.66% 17
2022
Q4 		$4.89M Buy
137,538
+16,944
+14% +$623K 1.58% 17
2022
Q3 		$4.3M Buy
120,594
+12,990
+12% +$522K 1.55% 18
2022
Q2 		$4M Buy
107,604
+38,772
+56% +$1.59M 1.48% 17
2022
Q1 		$3.3M Buy
68,832
+53,880
+360% +$2.55M 1.07% 20
2021
Q4 		$800K Buy
14,952
+9,846
+193% +$513K 0.25% 37
2021
Q3 		$247K Hold
5,106
– – 0.08% 56
2021
Q2 		$244K Buy
5,106
+156
+3% +$7.08K 0.09% 46
2021
Q1 		$212K Buy
4,950
+6
+0.1% +$257 0.09% 44
2020
Q4 		$209K Buy
+4,944
New +$197K 0.1% 48
2020
Q1 		– Sell
-136,752
Closed -$4.15M – 47
2019
Q4 		$4.15M Buy
136,752
+11,754
+9% +$339K 4.92% 7
2019
Q3 		$3.4M Hold
124,998
– – 4.78% 7
2019
Q2 		$3.4M Buy
+124,998
New +$3.34M 4.78% 7

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Riversedge Advisors's VUG Position: Q3 2026 in Review

Riversedge Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 300% in Q3 2026, buying an estimated $49.3M and bringing the position to 751,879 shares worth $67.8M. The position accounts for 8.33% of the portfolio, ranked #2.

Riversedge Advisors first reported a position in VUG in Q2 2019 and has held it in 27 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Riversedge Advisors held 751,879 shares of Vanguard Morningstar Growth ETF worth $67.8M as of Q3 2026.
  • Riversedge Advisors bought 563,811 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $49.3M.
  • Vanguard Morningstar Growth ETF made up 8.33% of Riversedge Advisors's portfolio in Q3 2026, its #2 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.