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Lane Brothers & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lane Brothers & Co’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 		$850K Buy
9,864
+6
+0.1% +$505 0.56% 34
2026
Q1 		$718K Sell
9,858
-684
-6% -$53.2K 0.52% 36
2025
Q4 		$857K Buy
+10,542
New +$856K 0.62% 33

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

Lane Brothers & Co's VUG Position: Q2 2026 in Review

Lane Brothers & Co increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.06% in Q2 2026, buying an estimated $505 and bringing the position to 9,864 shares worth $850K. The position accounts for 0.56% of the portfolio, ranked #34.

Lane Brothers & Co first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $857K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lane Brothers & Co held 9,864 shares of Vanguard Morningstar Growth ETF worth $850K as of Q2 2026.
  • Lane Brothers & Co bought 6 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $505.
  • Vanguard Morningstar Growth ETF made up 0.56% of Lane Brothers & Co's portfolio in Q2 2026, its #34 holding.
  • Lane Brothers & Co first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Vanguard Morningstar Growth ETF position peaked at $857K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.