RVW Wealth
VUG icon

RVW Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RVW Wealth’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 		$4.09M Sell
45,347
-709
-2% -$62.1K 0.26% 49
2026
Q2 		$3.97M Sell
46,056
-1,128
-2% -$94.9K 0.26% 47
2026
Q1 		$3.43M Sell
47,184
-672
-1% -$52.3K 0.27% 46
2025
Q4 		$3.89M Sell
47,856
-162
-0.3% -$13.1K 0.3% 42
2025
Q3 		$3.84M Sell
48,018
-96
-0.2% -$7.34K 0.3% 43
2025
Q2 		$3.52M Sell
48,114
-990
-2% -$65.2K 0.3% 43
2025
Q1 		$3.03M Sell
49,104
-1,278
-3% -$86.2K 0.29% 42
2024
Q4 		$3.45M Sell
50,382
-312
-0.6% -$21K 0.32% 41
2024
Q3 		$3.24M Sell
50,694
-48
-0.1% -$2.98K 0.3% 46
2024
Q2 		$3.16M Buy
50,742
+29,526
+139% +$1.72M 0.32% 44
2024
Q1 		$1.22M Sell
21,216
-1,104
-5% -$60.7K 0.13% 58
2023
Q4 		$1.16M Sell
22,320
-540
-2% -$26.1K 0.13% 64
2023
Q3 		$1.04M Buy
22,860
+618
+3% +$29.2K 0.13% 65
2023
Q2 		$1.05M Buy
22,242
+6,288
+39% +$273K 0.12% 72
2023
Q1 		$663K Buy
15,954
+1,008
+7% +$39.2K 0.08% 86
2022
Q4 		$531K Sell
14,946
-46,818
-76% -$1.72M 0.07% 97
2022
Q3 		$2.2M Sell
61,764
-3,600
-6% -$145K 0.31% 53
2022
Q2 		$2.43M Buy
+65,364
New +$2.69M 0.33% 48

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RVW Wealth's VUG Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q3 2026, selling an estimated $62.1K and leaving 45,347 shares worth $4.09M. The position accounts for 0.26% of the portfolio, ranked #49.

RVW Wealth first reported a position in VUG in Q2 2022 and has held it in 18 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • RVW Wealth held 45,347 shares of Vanguard Morningstar Growth ETF worth $4.09M as of Q3 2026.
  • RVW Wealth sold 709 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $62.1K.
  • Vanguard Morningstar Growth ETF made up 0.26% of RVW Wealth's portfolio in Q3 2026, its #49 holding.
  • RVW Wealth first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.