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Robertson Stephens Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Robertson Stephens Wealth Management’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 		$20.7M Buy
240,623
+86,477
+56% +$7.28M 0.51% 36
2026
Q1 		$11.2M Sell
154,146
-77,598
-33% -$6.04M 0.31% 61
2025
Q4 		$18.8M Sell
231,744
-51,750
-18% -$4.2M 0.49% 37
2025
Q3 		$22.7M Sell
283,494
-27,858
-9% -$2.13M 0.69% 26
2025
Q2 		$22.8M Buy
311,352
+68,958
+28% +$4.54M 0.72% 28
2025
Q1 		$15M Sell
242,394
-115,878
-32% -$7.81M 0.52% 39
2024
Q4 		$24.5M Sell
358,272
-83,166
-19% -$5.59M 0.87% 24
2024
Q3 		$28.2M Sell
441,438
-63,630
-13% -$3.94M 1.02% 21
2024
Q2 		$31.5M Buy
505,068
+3,942
+0.8% +$230K 1.59% 12
2024
Q1 		$28.7M Sell
501,126
-55,182
-10% -$3.03M 1.52% 13
2023
Q4 		$28.8M Buy
556,308
+19,284
+4% +$931K 1.75% 11
2023
Q3 		$24.4M Sell
537,024
-6,846
-1% -$323K 1.64% 11
2023
Q2 		$25.6M Buy
543,870
+101,370
+23% +$4.4M 1.81% 12
2023
Q1 		$18.4M Buy
442,500
+34,872
+9% +$1.36M 1.42% 14
2022
Q4 		$14.5M Buy
407,628
+30,468
+8% +$1.12M 1.41% 12
2022
Q3 		$13.4M Sell
377,160
-73,560
-16% -$2.96M 1.4% 12
2022
Q2 		$16.7M Buy
450,720
+149,370
+50% +$6.14M 1.58% 13
2022
Q1 		$14.4M Buy
301,350
+17,094
+6% +$809K 1.21% 18
2021
Q4 		$15.2M Buy
284,256
+26,106
+10% +$1.36M 1.28% 15
2021
Q3 		$12.5M Buy
258,150
+2,088
+0.8% +$104K 1.41% 15
2021
Q2 		$12.2M Sell
256,062
-11,172
-4% -$507K 1.47% 14
2021
Q1 		$11.4M Sell
267,234
-2,880
-1% -$123K 1.83% 13
2020
Q4 		$11.4M Buy
270,114
+5,382
+2% +$215K 2.38% 11
2020
Q3 		$10M Buy
264,732
+19,032
+8% +$703K 2.47% 11
2020
Q2 		$8.28M Buy
245,700
+69,816
+40% +$2.15M 2.39% 9
2020
Q1 		$4.59M Buy
175,884
+11,016
+7% +$330K 1.57% 14
2019
Q4 		$5M Sell
164,868
-894
-0.5% -$25.8K 2.52% 9
2019
Q3 		$4.59M Buy
165,762
+17,550
+12% +$487K 2.33% 9
2019
Q2 		$4.05M Buy
148,212
+18
+0% +$481 3.94% 7
2019
Q1 		$3.87M Sell
148,194
-1,452
-1% -$35.8K 3.31% 9
2018
Q4 		$3.35M Buy
+149,646
New +$3.63M 3.35% 8

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Robertson Stephens Wealth Management's VUG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 56% in Q2 2026, buying an estimated $7.28M and bringing the position to 240,623 shares worth $20.7M. The position accounts for 0.51% of the portfolio, ranked #36.

Robertson Stephens Wealth Management first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.5M in Q2 2024. 1,455 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Robertson Stephens Wealth Management held 240,623 shares of Vanguard Morningstar Growth ETF worth $20.7M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 86,477 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.28M.
  • Vanguard Morningstar Growth ETF made up 0.51% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Morningstar Growth ETF position peaked at $31.5M in Q2 2024.
  • 1,455 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.