RKL Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Hold |
14,628
| – | – | 0.1% | 90 |
|
|
2025
Q4 | $1.19M | Buy |
14,628
+96
| +0.7% | +$7.79K | 0.1% | 87 |
|
|
2025
Q3 | $1.16M | Buy |
14,532
+6
| +0% | +$458 | 0.1% | 84 |
|
|
2025
Q2 | $1.06M | Sell |
14,526
-228
| -2% | -$15K | 0.09% | 89 |
|
|
2025
Q1 | $912K | Sell |
14,754
-42
| -0.3% | -$2.83K | 0.09% | 96 |
|
|
2024
Q4 | $1.01M | Sell |
14,796
-2,898
| -16% | -$195K | 0.09% | 94 |
|
|
2024
Q3 | $1.13M | Sell |
17,694
-324
| -2% | -$20.1K | 0.1% | 80 |
|
|
2024
Q2 | $1.12M | Sell |
18,018
-318
| -2% | -$18.5K | 0.11% | 78 |
|
|
2024
Q1 | $1.05M | Buy |
18,336
+450
| +3% | +$24.7K | 0.1% | 80 |
|
|
2023
Q4 | $927K | Buy |
17,886
+4,422
| +33% | +$213K | 0.1% | 85 |
|
|
2023
Q3 | $611K | Buy |
13,464
+2,610
| +24% | +$123K | 0.07% | 89 |
|
|
2023
Q2 | $512K | Hold |
10,854
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $451K | Hold |
10,854
| – | – | 0.06% | 100 |
|
|
2022
Q4 | $386K | Hold |
10,854
| – | – | 0.05% | 104 |
|
|
2022
Q3 | $387K | Hold |
10,854
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $403K | Sell |
10,854
-60
| -0.5% | -$2.46K | 0.06% | 100 |
|
|
2022
Q1 | $523K | Hold |
10,914
| – | – | 0.06% | 94 |
|
|
2021
Q4 | $584K | Buy |
10,914
+282
| +3% | +$14.7K | 0.07% | 88 |
|
|
2021
Q3 | $514K | Sell |
10,632
-54
| -0.5% | -$2.69K | 0.07% | 87 |
|
|
2021
Q2 | $511K | Sell |
10,686
-14,040
| -57% | -$638K | 0.06% | 93 |
|
|
2021
Q1 | $1.06M | Hold |
24,726
| – | – | 0.14% | 77 |
|
|
2020
Q4 | $1.04M | Buy |
24,726
+342
| +1% | +$13.7K | 0.15% | 74 |
|
|
2020
Q3 | $925K | Hold |
24,384
| – | – | 0.15% | 74 |
|
|
2020
Q2 | $821K | Buy |
24,384
+24
| +0.1% | +$738 | 0.14% | 74 |
|
|
2020
Q1 | $636K | Hold |
24,360
| – | – | 0.13% | 76 |
|
|
2019
Q4 | $740K | Sell |
24,360
-234
| -1% | -$6.76K | 0.13% | 82 |
|
|
2019
Q3 | $681K | Sell |
24,594
-1,098
| -4% | -$30.5K | 0.13% | 86 |
|
|
2019
Q2 | $699K | Sell |
25,692
-4,590
| -15% | -$123K | 0.13% | 86 |
|
|
2019
Q1 | $789K | Buy |
30,282
+11,088
| +58% | +$274K | 0.15% | 83 |
|
|
2018
Q4 | $429K | Sell |
19,194
-3,984
| -17% | -$96.5K | 0.1% | 98 |
|
|
2018
Q3 | $621K | Buy |
23,178
+390
| +2% | +$10.2K | 0.13% | 94 |
|
|
2018
Q2 | $568K | Hold |
22,788
| – | – | 0.13% | 98 |
|
|
2018
Q1 | $538K | Buy |
22,788
+3,828
| +20% | +$93.3K | 0.13% | 99 |
|
|
2017
Q4 | $445K | Buy |
18,960
+4,920
| +35% | +$113K | 0.11% | 110 |
|
|
2017
Q3 | $310K | Sell |
14,040
-792
| -5% | -$17.2K | 0.09% | 124 |
|
|
2017
Q2 | $315K | Buy |
+14,832
| New | +$311K | 0.1% | 117 |
|
Other funds holding VUG
EWA
RKL Wealth Management's VUG Position: Q1 2026 in Review
RKL Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 14,628 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #90.
RKL Wealth Management first reported a position in VUG in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.19M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- RKL Wealth Management held 14,628 shares of Vanguard Growth ETF worth $1.06M as of Q1 2026.
- RKL Wealth Management left its Vanguard Growth ETF share count unchanged in Q1 2026.
- Vanguard Growth ETF made up 0.1% of RKL Wealth Management's portfolio in Q1 2026, its #90 holding.
- RKL Wealth Management first reported a position in Vanguard Growth ETF in Q2 2017 and has held it in 36 quarters since.
- RKL Wealth Management's Vanguard Growth ETF position peaked at $1.19M in Q4 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.