Laffer Tengler Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Laffer Tengler Investments’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	$563K	Hold	6,540	–	–	0.07%	128
2026 Q1	$476K	Hold	6,540	–	–	0.07%	140
2025 Q4	$532K	Hold	6,540	–	–	0.08%	119
2025 Q3	$523K	Sell	6,540 -1,020	-13%	-$77.9K	0.08%	118
2025 Q2	$552K	Buy	7,560 +3,534	+88%	+$233K	0.1%	120
2025 Q1	$249K	Hold	4,026	–	–	0.05%	118
2024 Q4	$275K	Sell	4,026 -1,020	-20%	-$68.5K	0.05%	119
2024 Q3	$323K	Buy	5,046 +1,020	+25%	+$63.2K	0.07%	137
2024 Q2	$251K	Sell	4,026 -240	-6%	-$14K	0.05%	155
2024 Q1	$245K	Buy	4,266 +210	+5%	+$11.5K	0.06%	137
2023 Q4	$210K	Buy	4,056 +30	+0.7%	+$1.45K	0.06%	141
2023 Q3	$183K	Hold	4,026	–	–	0.05%	143
2023 Q2	$190K	Sell	4,026 -600	-13%	-$26K	0.05%	204
2023 Q1	$192K	Buy	+4,626	New	+$180K	0.05%	202

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

Laffer Tengler Investments's VUG Position: Q2 2026 in Review

Laffer Tengler Investments held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,540 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #128.

Laffer Tengler Investments first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Laffer Tengler Investments held 6,540 shares of Vanguard Morningstar Growth ETF worth $563K as of Q2 2026.
Laffer Tengler Investments left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Laffer Tengler Investments's portfolio in Q2 2026, its #128 holding.
Laffer Tengler Investments first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.