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RWA Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

RWA Wealth 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 		$1.16B Buy
13,463,288
+273,806
+2% +$23M 11.11% 1
2026
Q1 		$960M Sell
13,189,482
-253,998
-2% -$19.8M 10.51% 1
2025
Q4 		$1.09B Buy
13,443,480
+476,832
+4% +$38.7M 11.95% 1
2025
Q3 		$1.04B Sell
12,966,648
-90,648
-0.7% -$6.93M 11.77% 1
2025
Q2 		$954M Sell
13,057,296
-1,833,480
-12% -$121M 11.94% 1
2025
Q1 		$920M Sell
14,890,776
-349,248
-2% -$23.5M 11.6% 1
2024
Q4 		$1.04B Sell
15,240,024
-316,104
-2% -$21.2M 12.85% 1
2024
Q3 		$995M Sell
15,556,128
-105,792
-0.7% -$6.56M 12.42% 1
2024
Q2 		$976M Buy
15,661,920
+18,522
+0.1% +$1.08M 12.87% 1
2024
Q1 		$897M Sell
15,643,398
-761,814
-5% -$41.9M 12.08% 1
2023
Q4 		$850M Buy
16,405,212
+93,174
+0.6% +$4.5M 12.12% 1
2023
Q3 		$740M Buy
16,312,038
+200,070
+1% +$9.45M 16.13% 1
2023
Q2 		$760M Sell
16,111,968
-1,189,554
-7% -$51.6M 16.63% 1
2023
Q1 		$719M Buy
17,301,522
+388,866
+2% +$15.1M 17.26% 1
2022
Q4 		$627M Buy
16,912,656
+16,362,990
+2,977% +$602M 15.59% 1
2022
Q3 		$19.6M Buy
549,666
+113,976
+26% +$4.58M 1.38% 13
2022
Q2 		$16.2M Sell
435,690
-21,798
-5% -$896K 1.09% 14
2022
Q1 		$21.9M Sell
457,488
-103,218
-18% -$4.88M 1.42% 16
2021
Q4 		$30M Buy
560,706
+136,368
+32% +$7.1M 2.01% 10
2021
Q3 		$20.5M Buy
424,338
+54
+0% +$2.69K 1.53% 14
2021
Q2 		$20.3M Buy
424,284
+10,374
+3% +$471K 1.51% 14
2021
Q1 		$17.7M Buy
413,910
+70,146
+20% +$3M 1.43% 18
2020
Q4 		$14.5M Buy
343,764
+86,178
+33% +$3.44M 1.29% 19
2020
Q3 		$9.77M Sell
257,586
-4,356
-2% -$161K 1.03% 18
2020
Q2 		$8.82M Buy
261,942
+34,890
+15% +$1.07M 1.08% 21
2020
Q1 		$5.93M Buy
227,052
+26,736
+13% +$801K 0.84% 31
2019
Q4 		$6.08M Buy
200,316
+9,726
+5% +$281K 0.6% 42
2019
Q3 		$5.28M Buy
190,590
+12,594
+7% +$349K 0.56% 45
2019
Q2 		$4.85M Buy
177,996
+2,958
+2% +$79K 0.52% 45
2019
Q1 		$4.56M Buy
175,038
+60,516
+53% +$1.49M 0.52% 47
2018
Q4 		$2.56M Sell
114,522
-170,718
-60% -$4.14M 0.34% 72
2018
Q3 		$7.66M Buy
285,240
+168,390
+144% +$4.41M 0.86% 28
2018
Q2 		$2.92M Buy
116,850
+74,712
+177% +$1.83M 0.33% 80
2018
Q1 		$996K Buy
42,138
+11,160
+36% +$272K 0.13% 112
2017
Q4 		$726K Buy
30,978
+8,538
+38% +$196K 0.08% 138
2017
Q3 		$497K Hold
22,440
– – 0.06% 160
2017
Q2 		$475K Buy
22,440
+6
+0% +$126 0.06% 136
2017
Q1 		$455K Hold
22,434
– – 0.06% 135
2016
Q4 		$417K Buy
+22,434
New +$415K 0.38% 24

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

RWA Wealth Partners's VUG Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, buying an estimated $23M and bringing the position to 13,463,288 shares worth $1.16B. The position accounts for 11.11% of the portfolio, ranked #1.

RWA Wealth Partners first reported a position in VUG in Q4 2016 and has held it in 39 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • RWA Wealth Partners held 13,463,288 shares of Vanguard Morningstar Growth ETF worth $1.16B as of Q2 2026.
  • RWA Wealth Partners bought 273,806 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $23M.
  • Vanguard Morningstar Growth ETF made up 11.11% of RWA Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.