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Landaas & Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Landaas & 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 		$319K Hold
3,702
– – 0.06% 110
2026
Q1 		$269K Sell
3,702
-1,128
-23% -$87.8K 0.06% 102
2025
Q4 		$392K Sell
4,830
-594
-11% -$48.2K 0.09% 78
2025
Q3 		$433K Sell
5,424
-564
-9% -$43.1K 0.1% 62
2025
Q2 		$437K Sell
5,988
-1,644
-22% -$108K 0.1% 56
2025
Q1 		$471K Sell
7,632
-822
-10% -$55.4K 0.13% 45
2024
Q4 		$578K Sell
8,454
-150
-2% -$10.1K 0.16% 35
2024
Q3 		$550K Sell
8,604
-210
-2% -$13K 0.15% 34
2024
Q2 		$549K Sell
8,814
-138
-2% -$8.05K 0.17% 30
2024
Q1 		$513K Sell
8,952
-150
-2% -$8.25K 0.17% 33
2023
Q4 		$471K Buy
9,102
+2,442
+37% +$118K 0.17% 35
2023
Q3 		$302K Buy
6,660
+390
+6% +$18.4K 0.13% 52
2023
Q2 		$296K Hold
6,270
– – 0.13% 50
2023
Q1 		$261K Hold
6,270
– – 0.13% 52
2022
Q4 		$223K Sell
6,270
-1,770
-22% -$65.1K 0.12% 57
2022
Q3 		$287K Buy
8,040
+1,770
+28% +$71.1K 0.18% 44
2022
Q2 		$233K Hold
6,270
– – 0.14% 53
2022
Q1 		$335K Hold
6,270
– – 0.18% 46
2021
Q4 		$335K Sell
6,270
-294
-4% -$15.3K 0.18% 46
2021
Q3 		$317K Hold
6,564
– – 0.18% 45
2021
Q2 		$314K Hold
6,564
– – 0.18% 49
2021
Q1 		$281K Hold
6,564
– – 0.17% 54
2020
Q4 		$277K Hold
6,564
– – 0.19% 46
2020
Q3 		$249K Hold
6,564
– – 0.19% 49
2020
Q2 		$221K Sell
6,564
-708
-10% -$21.8K 0.18% 49
2020
Q1 		$211K Buy
+7,272
New +$218K 0.18% 50
2018
Q3 		– Sell
-5,946
Closed -$148K – 305
2018
Q2 		$148K Buy
+5,946
New +$146K 0.12% 74
2018
Q1 		– Sell
-6,924
Closed -$162K – 299
2017
Q4 		$162K Hold
6,924
– – 0.14% 66
2017
Q3 		$153K Buy
+6,924
New +$151K 0.13% 66

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Landaas & Company's VUG Position: Q2 2026 in Review

Landaas & Company held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 3,702 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #110.

Landaas & Company first reported a position in VUG in Q3 2017 and has held it in 29 quarters since. The position peaked at $578K in Q4 2024. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Landaas & Company held 3,702 shares of Vanguard Morningstar Growth ETF worth $319K as of Q2 2026.
  • Landaas & Company left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.06% of Landaas & Company's portfolio in Q2 2026, its #110 holding.
  • Landaas & Company first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 29 quarters since.
  • Landaas & Company's Vanguard Morningstar Growth ETF position peaked at $578K in Q4 2024.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.