LODC
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Lanham O'Dell & Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lanham O'Dell & 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
2025
Q4 		$224K Sell
2,760
-36
-1% -$2.92K 0.06% 35
2025
Q3 		$223K Buy
+2,796
New +$214K 0.07% 37

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lanham O'Dell & Company's VUG Position: Q4 2025 in Review

Lanham O'Dell & Company reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q4 2025, selling an estimated $2.92K and leaving 2,760 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #35.

Lanham O'Dell & Company first reported a position in VUG in Q3 2025 and has held it in 2 quarters since. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Lanham O'Dell & Company held 2,760 shares of Vanguard Morningstar Growth ETF worth $224K as of Q4 2025.
  • Lanham O'Dell & Company sold 36 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $2.92K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Lanham O'Dell & Company's portfolio in Q4 2025, its #35 holding.
  • Lanham O'Dell & Company first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.