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Roof Eidam Maycock Peralta (REMP)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$22.7M Buy
263,185
+1,573
+0.6% +$132K 4.47% 5
2026
Q1 		$19M Buy
261,612
+4,488
+2% +$349K 4.37% 6
2025
Q4 		$20.9M Sell
257,124
-2,652
-1% -$215K 4.74% 5
2025
Q3 		$20.8M Sell
259,776
-474
-0.2% -$36.2K 5.05% 3
2025
Q2 		$19M Buy
260,250
+11,682
+5% +$769K 4.69% 5
2025
Q1 		$15.4M Buy
248,568
+2,250
+0.9% +$152K 4.08% 6
2024
Q4 		$16.8M Buy
246,318
+6,948
+3% +$467K 4.35% 6
2024
Q3 		$15.3M Sell
239,370
-49,212
-17% -$3.05M 3.9% 8
2024
Q2 		$18M Buy
288,582
+5,532
+2% +$323K 4.88% 6
2024
Q1 		$16.2M Buy
283,050
+10,614
+4% +$584K 4.46% 6
2023
Q4 		$14.1M Sell
272,436
-8,784
-3% -$424K 4.24% 7
2023
Q3 		$12.8M Buy
281,220
+13,134
+5% +$620K 4.2% 7
2023
Q2 		$12.6M Buy
268,086
+9,930
+4% +$431K 4.23% 8
2023
Q1 		$10.7M Sell
258,156
-3,096
-1% -$120K 3.95% 8
2022
Q4 		$9.28M Buy
261,252
+15,984
+7% +$588K 3.29% 10
2022
Q3 		$8.75M Buy
245,268
+8,118
+3% +$326K 3.26% 10
2022
Q2 		$8.81M Buy
237,150
+198
+0.1% +$8.13K 3.25% 10
2022
Q1 		$11.4M Sell
236,952
-11,478
-5% -$543K 3.67% 9
2021
Q4 		$13.3M Buy
248,430
+20,256
+9% +$1.06M 4.49% 8
2021
Q3 		$11M Buy
228,174
+10,350
+5% +$515K 4.06% 7
2021
Q2 		$10.4M Sell
217,824
-106,014
-33% -$4.81M 3.89% 9
2021
Q1 		$13.9M Buy
323,838
+11,556
+4% +$494K 5.35% 5
2020
Q4 		$13.2M Buy
312,282
+5,190
+2% +$207K 5.13% 6
2020
Q3 		$11.7M Sell
307,092
-148,872
-33% -$5.5M 4.53% 7
2020
Q2 		$15.4M Buy
455,964
+207,174
+83% +$6.37M 5.93% 4
2020
Q1 		$6.5M Buy
248,790
+47,148
+23% +$1.41M 2.73% 11
2019
Q4 		$6.12M Buy
201,642
+11,250
+6% +$325K 2.36% 14
2019
Q3 		$5.28M Buy
190,392
+30,342
+19% +$842K 2.15% 14
2019
Q2 		$4.36M Buy
160,050
+10,320
+7% +$276K 1.79% 18
2019
Q1 		$3.9M Sell
149,730
-10,290
-6% -$254K 1.54% 18
2018
Q4 		$3.58M Buy
160,020
+40,110
+33% +$972K 1.73% 14
2018
Q3 		$3.22M Sell
119,910
-19,440
-14% -$509K 1.45% 16
2018
Q2 		$3.48M Sell
139,350
-8,640
-6% -$212K 1.63% 15
2018
Q1 		$3.5M Sell
147,990
-2,070
-1% -$50.5K 1.69% 14
2017
Q4 		$3.52M Sell
150,060
-120
-0.1% -$2.75K 1.71% 14
2017
Q3 		$3.32M Hold
150,180
– – 1.71% 14
2017
Q2 		$3.18M Sell
150,180
-52,560
-26% -$1.1M 1.64% 13
2017
Q1 		$4.11M Buy
202,740
+63,150
+45% +$1.25M 2.11% 13
2016
Q4 		$2.59M Sell
139,590
-1,500
-1% -$27.7K 1.36% 16
2016
Q3 		$2.64M Sell
141,090
-8,970
-6% -$167K 1.23% 17
2016
Q2 		$2.68M Buy
150,060
+270
+0.2% +$4.81K 1.41% 16
2016
Q1 		$2.66M Buy
149,790
+390
+0.3% +$6.54K 1.87% 11
2015
Q4 		$2.65M Buy
149,400
+20,490
+16% +$367K 2.11% 10
2015
Q3 		$2.15M Buy
128,910
+12,870
+11% +$228K 2.02% 11
2015
Q2 		$2.07M Sell
116,040
-120
-0.1% -$2.18K 1.71% 12
2015
Q1 		$2.02M Buy
116,160
+4,110
+4% +$72.9K 1.63% 12
2014
Q4 		$1.95M Buy
+112,050
New +$1.9M 1.64% 15

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s VUG Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.6% in Q2 2026, buying an estimated $132K and bringing the position to 263,185 shares worth $22.7M. The position accounts for 4.47% of the portfolio, ranked #5.

Roof Eidam Maycock Peralta (REMP) first reported a position in VUG in Q4 2014 and has held it in 47 quarters since. 1,748 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 263,185 shares of Vanguard Morningstar Growth ETF worth $22.7M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) bought 1,573 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Morningstar Growth ETF made up 4.47% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #5 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.