Robinson Smith Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Robinson Smith Wealth 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	$1.8M	Sell	20,954 -4	-0%	-$337	1.08%	22
2026 Q1	$1.53M	Sell	20,958 -2,916	-12%	-$227K	1.03%	22
2025 Q4	$1.94M	Buy	23,874 +1,086	+5%	+$88.1K	1.33%	21
2025 Q3	$1.82M	Sell	22,788 -1,332	-6%	-$102K	1.31%	20
2025 Q2	$1.76M	Buy	24,120 +1,308	+6%	+$86.1K	1.41%	20
2025 Q1	$1.41M	Sell	22,812 -12,378	-35%	-$835K	1.18%	21
2024 Q4	$2.41M	Buy	35,190 +6	+0%	+$403	2.04%	13
2024 Q3	$2.25M	Sell	35,184 -96	-0.3%	-$5.95K	1.91%	13
2024 Q2	$2.2M	Buy	35,280 +384	+1%	+$22.4K	1.94%	11
2024 Q1	$2M	Sell	34,896 -9,534	-21%	-$524K	1.92%	11
2023 Q4	$2.3M	Buy	+44,430	New	+$2.14M	2.26%	8

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Robinson Smith Wealth Advisors's VUG Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q2 2026, selling an estimated $337 and leaving 20,954 shares worth $1.8M. The position accounts for 1.08% of the portfolio, ranked #22.

Robinson Smith Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Robinson Smith Wealth Advisors held 20,954 shares of Vanguard Morningstar Growth ETF worth $1.8M as of Q2 2026.
Robinson Smith Wealth Advisors sold 4 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $337.
Vanguard Morningstar Growth ETF made up 1.08% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Robinson Smith Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $2.41M in Q4 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.