RWB
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RMR Wealth Builders’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RMR Wealth Builders’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 		$156M Buy
1,816,708
+228,376
+14% +$19.2M 9.72% 1
2026
Q1 		$116M Buy
1,588,332
+158,076
+11% +$12.3M 9.11% 2
2025
Q4 		$116M Buy
1,430,256
+20,922
+1% +$1.7M 9.3% 2
2025
Q3 		$113M Buy
1,409,334
+52,224
+4% +$3.99M 9.44% 1
2025
Q2 		$99.3M Sell
1,357,110
-2,862
-0.2% -$188K 9.02% 1
2025
Q1 		$84.1M Buy
1,359,972
+51,582
+4% +$3.48M 8.85% 2
2024
Q4 		$89.5M Buy
1,308,390
+62,760
+5% +$4.22M 9.25% 1
2024
Q3 		$79.7M Buy
1,245,630
+47,352
+4% +$2.94M 8.45% 2
2024
Q2 		$74.7M Buy
1,198,278
+28,506
+2% +$1.66M 8.57% 1
2024
Q1 		$67.1M Buy
1,169,772
+7,038
+0.6% +$387K 8.11% 2
2023
Q4 		$60.2M Buy
1,162,734
+32,130
+3% +$1.55M 8.46% 1
2023
Q3 		$51.3M Buy
1,130,604
+29,046
+3% +$1.37M 8.2% 1
2023
Q2 		$51.9M Buy
1,101,558
+62,544
+6% +$2.71M 8.84% 1
2023
Q1 		$43.2M Buy
1,039,014
+90,522
+10% +$3.52M 8.21% 2
2022
Q4 		$33.7M Buy
948,492
+43,272
+5% +$1.59M 7.64% 4
2022
Q3 		$32.3M Buy
905,220
+101,358
+13% +$4.07M 7.9% 3
2022
Q2 		$29.9M Buy
803,862
+95,814
+14% +$3.94M 7.44% 3
2022
Q1 		$33.9M Buy
708,048
+125,370
+22% +$5.93M 7.28% 3
2021
Q4 		$31.2M Buy
582,678
+578,088
+12,595% +$30.1M 8.95% 3
2021
Q3 		$222K Buy
+4,590
New +$228K 0.07% 170
2021
Q2 		– Sell
-5,304
Closed -$227K – 699
2021
Q1 		$227K Buy
5,304
+3,696
+230% +$158K 0.06% 175
2020
Q4 		$68K Sell
1,608
-3,696
-70% -$148K 0.03% 235
2020
Q3 		$201K Buy
+5,304
New +$196K 0.05% 206

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

RMR Wealth Builders's VUG Position: Q2 2026 in Review

RMR Wealth Builders increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,816,708 shares worth $156M. The position accounts for 9.72% of the portfolio, ranked #1.

RMR Wealth Builders first reported a position in VUG in Q3 2020 and has held it in 23 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RMR Wealth Builders held 1,816,708 shares of Vanguard Morningstar Growth ETF worth $156M as of Q2 2026.
  • RMR Wealth Builders bought 228,376 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $19.2M.
  • Vanguard Morningstar Growth ETF made up 9.72% of RMR Wealth Builders's portfolio in Q2 2026, its #1 holding.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.