LKBC
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L.K. Benson & Company’s Vanguard Growth ETF VUG Stock Holding History

L.K. Benson & Company’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 		$232K Buy
+2,691
New +$226K 0.07% 110
2026
Q1 		– Sell
-2,688
Closed -$219K – 115
2025
Q4 		$219K Sell
2,688
-222
-8% -$18K 0.11% 108
2025
Q3 		$233K Hold
2,910
– – 0.13% 99
2025
Q2 		$213K Sell
2,910
-852
-23% -$56.1K 0.13% 98
2025
Q1 		$232K Hold
3,762
– – 0.16% 92
2024
Q4 		$257K Buy
+3,762
New +$253K 0.18% 84

Other funds holding VUG

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

L.K. Benson & Company's VUG Position: Q2 2026 in Review

L.K. Benson & Company opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,691 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: L.K. Benson & Company previously reported a position in VUG as recently as Q4 2025.

L.K. Benson & Company first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2024. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • L.K. Benson & Company held 2,691 shares of Vanguard Growth ETF worth $232K as of Q2 2026.
  • Vanguard Growth ETF was a new L.K. Benson & Company position in Q2 2026.
  • Vanguard Growth ETF made up 0.07% of L.K. Benson & Company's portfolio in Q2 2026, its #110 holding.
  • L.K. Benson & Company first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • L.K. Benson & Company's Vanguard Growth ETF position peaked at $257K in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.