Joseph P. Lucia & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Joseph P. Lucia & 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 Q2	$292K	Hold	3,390	–	–	0.09%	153
2026 Q1	$247K	Hold	3,390	–	–	0.09%	148
2025 Q4	$276K	Hold	3,390	–	–	0.1%	139
2025 Q3	$271K	Hold	3,390	–	–	0.1%	135
2025 Q2	$248K	Hold	3,390	–	–	0.1%	131
2025 Q1	$210K	Hold	3,390	–	–	0.1%	129
2024 Q4	$232K	Sell	3,390 -300	-8%	-$20.2K	0.1%	121
2024 Q3	$236K	Hold	3,690	–	–	0.11%	114
2024 Q2	$230K	Hold	3,690	–	–	0.12%	110
2024 Q1	$212K	Buy	+3,690	New	+$203K	0.11%	115
2022 Q3	–	Sell	-4,170	Closed	-$155K	–	435
2022 Q2	$155K	Hold	4,170	–	–	0.11%	119
2022 Q1	$200K	Sell	4,170 -510	-11%	-$24.1K	0.12%	118
2021 Q4	$250K	Hold	4,680	–	–	0.16%	107
2021 Q3	$226K	Hold	4,680	–	–	0.13%	121
2021 Q2	$224K	Hold	4,680	–	–	0.13%	118
2021 Q1	$200K	Hold	4,680	–	–	0.09%	113
2020 Q4	$198K	Buy	+4,680	New	+$187K	0.14%	103
2020 Q3	–	Sell	-4,680	Closed	-$158K	–	445
2020 Q2	$158K	Hold	4,680	–	–	0.14%	99
2020 Q1	$122K	Sell	4,680 -888	-16%	-$26.6K	0.14%	104
2019 Q4	$169K	Hold	5,568	–	–	0.15%	104
2019 Q3	$154K	Buy	5,568 +2,160	+63%	+$59.9K	0.16%	100
2019 Q2	$93K	Sell	3,408 -232,110	-99%	-$6.2M	0.1%	125
2019 Q1	$245	Buy	+235,518	New	+$5.81M	0.02%	207

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

Joseph P. Lucia & Associates's VUG Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,390 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #153.

Joseph P. Lucia & Associates first reported a position in VUG in Q1 2019 and has held it in 23 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Joseph P. Lucia & Associates held 3,390 shares of Vanguard Morningstar Growth ETF worth $292K as of Q2 2026.
Joseph P. Lucia & Associates left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #153 holding.
Joseph P. Lucia & Associates first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 23 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.