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 Q3	$1.77M	Sell	19,694 -1,260	-6%	-$110K	1.08%	22
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Robinson Smith Wealth Advisors's VUG Position: Q3 2026 in Review

Robinson Smith Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q3 2026, selling an estimated $110K and leaving 19,694 shares worth $1.77M. 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 12 quarters since. The position peaked at $2.41M in Q4 2024. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Robinson Smith Wealth Advisors held 19,694 shares of Vanguard Morningstar Growth ETF worth $1.77M as of Q3 2026.
Robinson Smith Wealth Advisors sold 1,260 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $110K.
Vanguard Morningstar Growth ETF made up 1.08% of Robinson Smith Wealth Advisors's portfolio in Q3 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 12 quarters since.
Robinson Smith Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $2.41M in Q4 2024.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.