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Ruggaard & Associates’s Vanguard Growth ETF VUG Stock Holding History

Ruggaard & Associates’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
Q1 		$1.36M Buy
18,654
+444
+2% +$34.5K 0.54% 30
2025
Q4 		$1.48M Buy
18,210
+636
+4% +$51.6K 0.58% 27
2025
Q3 		$1.4M Sell
17,574
-198
-1% -$15.1K 0.53% 27
2025
Q2 		$1.3M Sell
17,772
-3,750
-17% -$247K 0.52% 27
2025
Q1 		$1.33M Sell
21,522
-144
-0.7% -$9.71K 0.58% 23
2024
Q4 		$1.48M Buy
21,666
+756
+4% +$50.8K 0.65% 19
2024
Q3 		$1.34M Buy
20,910
+1,590
+8% +$98.6K 0.58% 21
2024
Q2 		$1.2M Buy
19,320
+432
+2% +$25.2K 0.56% 22
2024
Q1 		$1.08M Buy
18,888
+1,356
+8% +$74.6K 0.52% 23
2023
Q4 		$908K Buy
17,532
+1,122
+7% +$54.2K 0.48% 23
2023
Q3 		$745K Buy
16,410
+408
+3% +$19.3K 0.44% 27
2023
Q2 		$755K Buy
16,002
+2,460
+18% +$107K 0.44% 22
2023
Q1 		$563K Buy
+13,542
New +$527K 0.35% 43

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ruggaard & Associates's VUG Position: Q1 2026 in Review

Ruggaard & Associates increased its Vanguard Growth ETF (VUG) stake by 2.4% in Q1 2026, buying an estimated $34.5K and bringing the position to 18,654 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #30.

Ruggaard & Associates first reported a position in VUG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2024. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Ruggaard & Associates held 18,654 shares of Vanguard Growth ETF worth $1.36M as of Q1 2026.
  • Ruggaard & Associates bought 444 Vanguard Growth ETF shares in Q1 2026, an estimated $34.5K.
  • Vanguard Growth ETF made up 0.54% of Ruggaard & Associates's portfolio in Q1 2026, its #30 holding.
  • Ruggaard & Associates first reported a position in Vanguard Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Ruggaard & Associates's Vanguard Growth ETF position peaked at $1.48M in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.