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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Riversedge Advisors's VUG Position: Q2 2026 in Review

Riversedge Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, buying an estimated $279K and bringing the position to 188,068 shares worth $16.2M. The position accounts for 2.13% of the portfolio, ranked #12.

Riversedge Advisors first reported a position in VUG in Q2 2019 and has held it in 26 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Riversedge Advisors held 188,068 shares of Vanguard Morningstar Growth ETF worth $16.2M as of Q2 2026.
  • Riversedge Advisors bought 3,316 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $279K.
  • Vanguard Morningstar Growth ETF made up 2.13% of Riversedge Advisors's portfolio in Q2 2026, its #12 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.