Graves Light Lenhart Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Graves Light Lenhart 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 Q2	$2.44M	Buy	28,354 +2,218	+8%	+$187K	0.23%	58
2026 Q1	$1.9M	Buy	26,136 +30	+0.1%	+$2.33K	0.2%	63
2025 Q4	$2.12M	Sell	26,106 -1,890	-7%	-$153K	0.23%	60
2025 Q3	$2.24M	Sell	27,996 -150	-0.5%	-$11.5K	0.25%	59
2025 Q2	$2.06M	Sell	28,146 -18	-0.1%	-$1.19K	0.24%	61
2025 Q1	$1.74M	Sell	28,164 -114	-0.4%	-$7.69K	0.21%	63
2024 Q4	$1.93M	Hold	28,278	–	–	0.24%	63
2024 Q3	$1.81M	Sell	28,278 -1,428	-5%	-$88.5K	0.22%	65
2024 Q2	$1.86M	Sell	29,706 -630	-2%	-$36.7K	0.21%	65
2024 Q1	$1.74M	Sell	30,336 -348	-1%	-$19.1K	0.2%	67
2023 Q4	$1.59M	Sell	30,684 -5,010	-14%	-$242K	0.2%	70
2023 Q3	$1.65M	Hold	35,694	–	–	0.22%	66
2023 Q2	$1.68M	Buy	35,694 +12	+0%	+$520	0.23%	73
2023 Q1	$1.48M	Sell	35,682 -3,090	-8%	-$120K	0.23%	71
2022 Q4	$1.38M	Buy	38,772 +1,386	+4%	+$51K	0.21%	77
2022 Q3	$1.33M	Sell	37,386 -684	-2%	-$27.5K	0.22%	74
2022 Q2	$1.41M	Buy	38,070 +6	+0%	+$246	0.22%	72
2022 Q1	$1.82M	Buy	38,064 +6	+0%	+$284	0.25%	68
2021 Q4	$2.04M	Sell	38,058 -108	-0.3%	-$5.63K	0.29%	62
2021 Q3	$1.85M	Buy	38,166 +282	+0.7%	+$14K	0.29%	59
2021 Q2	$1.81M	Sell	37,884 -750	-2%	-$34.1K	0.29%	59
2021 Q1	$1.66M	Buy	38,634 +2,844	+8%	+$122K	0.28%	60
2020 Q4	$1.51M	Buy	35,790 +1,872	+6%	+$74.7K	0.28%	60
2020 Q3	$1.29M	Buy	33,918 +4,662	+16%	+$172K	0.28%	61
2020 Q2	$985K	Buy	29,256 +4,218	+17%	+$130K	0.23%	67
2020 Q1	$654K	Hold	25,038	–	–	0.18%	76
2019 Q4	$760K	Hold	25,038	–	–	0.16%	78
2019 Q3	$712K	Buy	25,038 +10,200	+69%	+$283K	0.16%	84
2019 Q2	$404K	Buy	14,838 +2,952	+25%	+$78.8K	0.1%	105
2019 Q1	$310K	Buy	+11,886	New	+$293K	0.08%	107

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

Graves Light Lenhart Wealth's VUG Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.5% in Q2 2026, buying an estimated $187K and bringing the position to 28,354 shares worth $2.44M. The position accounts for 0.23% of the portfolio, ranked #58.

Graves Light Lenhart Wealth first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Graves Light Lenhart Wealth held 28,354 shares of Vanguard Morningstar Growth ETF worth $2.44M as of Q2 2026.
Graves Light Lenhart Wealth bought 2,218 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Growth ETF made up 0.23% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #58 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.