RTD Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RTD Financial 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	$2.48M	Buy	28,740 +2,778	+11%	+$234K	0.27%	57
2026 Q1	$1.89M	Buy	25,962 +10,050	+63%	+$782K	0.23%	58
2025 Q4	$1.29M	Sell	15,912 -18,576	-54%	-$1.51M	0.16%	61
2025 Q3	$2.76M	Buy	34,488 +7,266	+27%	+$555K	0.33%	48
2025 Q2	$1.99M	Buy	27,222 +10,638	+64%	+$700K	0.25%	52
2025 Q1	$1.02M	Sell	16,584 -2,742	-14%	-$185K	0.14%	62
2024 Q4	$1.32M	Sell	19,326 -1,776	-8%	-$119K	0.17%	58
2024 Q3	$1.35M	Sell	21,102 -756	-3%	-$46.9K	0.17%	59
2024 Q2	$1.36M	Hold	21,858	–	–	0.18%	59
2024 Q1	$1.25M	Sell	21,858 -3,222	-13%	-$177K	0.17%	58
2023 Q4	$1.3M	Buy	25,080 +3,060	+14%	+$148K	0.18%	57
2023 Q3	$999K	Sell	22,020 -1,248	-5%	-$58.9K	0.15%	60
2023 Q2	$1.1M	Hold	23,268	–	–	0.16%	57
2023 Q1	$967K	Sell	23,268 -1,026	-4%	-$39.9K	0.15%	60
2022 Q4	$863K	Hold	24,294	–	–	0.14%	59
2022 Q3	$866K	Hold	24,294	–	–	0.16%	58
2022 Q2	$903K	Sell	24,294 -468	-2%	-$19.2K	0.14%	63
2022 Q1	$1.19M	Buy	24,762 +2,538	+11%	+$120K	0.16%	57
2021 Q4	$1.19M	Buy	+22,224	New	+$1.16M	0.16%	60

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

RTD Financial Advisors's VUG Position: Q2 2026 in Review

RTD Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, buying an estimated $234K and bringing the position to 28,740 shares worth $2.48M. The position accounts for 0.27% of the portfolio, ranked #57.

RTD Financial Advisors first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

RTD Financial Advisors held 28,740 shares of Vanguard Morningstar Growth ETF worth $2.48M as of Q2 2026.
RTD Financial Advisors bought 2,778 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $234K.
Vanguard Morningstar Growth ETF made up 0.27% of RTD Financial Advisors's portfolio in Q2 2026, its #57 holding.
RTD Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $2.76M in Q3 2025.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.