Lakeridge Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lakeridge Wealth Management’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	$294K	Buy	+3,412	New	+$287K	0.11%	148

Other funds holding VUG

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Lakeridge Wealth Management's VUG Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 3,412 shares worth $294K. The stake represents 0.11% of the portfolio and ranks #148 among its holdings.

535 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lakeridge Wealth Management held 3,412 shares of Vanguard Growth ETF worth $294K as of Q2 2026.
Vanguard Growth ETF was a new Lakeridge Wealth Management position in Q2 2026.
Vanguard Growth ETF made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #148 holding.
535 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.