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Rowlandmiller & Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Rowlandmiller & Partners’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 		$754K Hold
8,754
– – 0.14% 95
2026
Q1 		$637K Hold
8,754
– – 0.13% 95
2025
Q4 		$712K Hold
8,754
– – 0.14% 94
2025
Q3 		$700K Hold
8,754
– – 0.14% 93
2025
Q2 		$640K Hold
8,754
– – 0.13% 94
2025
Q1 		$541K Sell
8,754
-96
-1% -$6.47K 0.11% 98
2024
Q4 		$606K Hold
8,850
– – 0.13% 92
2024
Q3 		$566K Hold
8,850
– – 0.12% 95
2024
Q2 		$552K Hold
8,850
– – 0.12% 92
2024
Q1 		$508K Hold
8,850
– – 0.11% 98
2023
Q4 		$459K Hold
8,850
– – 0.11% 98
2023
Q3 		$402K Sell
8,850
-348
-4% -$16.4K 0.1% 104
2023
Q2 		$434K Hold
9,198
– – 0.1% 107
2023
Q1 		$382K Hold
9,198
– – 0.09% 111
2022
Q4 		$324K Hold
9,198
– – 0.08% 119
2022
Q3 		$328K Buy
9,198
+348
+4% +$14K 0.09% 112
2022
Q2 		$329K Hold
8,850
– – 0.08% 114
2022
Q1 		$424K Hold
8,850
– – 0.1% 104
2021
Q4 		$473K Buy
8,850
+96
+1% +$5K 0.11% 104
2021
Q3 		$295K Sell
8,754
-96
-1% -$4.78K 0.1% 98
2021
Q2 		$423K Hold
8,850
– – 0.1% 106
2021
Q1 		$379K Buy
8,850
+72
+0.8% +$3.08K 0.1% 107
2020
Q4 		$371K Buy
8,778
+24
+0.3% +$958 0.11% 104
2020
Q3 		$229K Hold
8,754
– – 0.09% 101
2020
Q2 		$295K Hold
8,754
– – 0.1% 98
2020
Q1 		$229K Buy
+8,754
New +$262K 0.09% 101

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

Rowlandmiller & Partners's VUG Position: Q2 2026 in Review

Rowlandmiller & Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 8,754 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #95.

Rowlandmiller & Partners first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Rowlandmiller & Partners held 8,754 shares of Vanguard Morningstar Growth ETF worth $754K as of Q2 2026.
  • Rowlandmiller & Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.14% of Rowlandmiller & Partners's portfolio in Q2 2026, its #95 holding.
  • Rowlandmiller & Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.