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Larson Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Larson Financial Group’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 		$2.66M Buy
30,916
+1,972
+7% +$166K 0.07% 221
2026
Q1 		$2.11M Buy
28,944
+690
+2% +$53.7K 0.07% 229
2025
Q4 		$2.3M Buy
28,254
+540
+2% +$43.8K 0.08% 214
2025
Q3 		$2.22M Sell
27,714
-5,454
-16% -$417K 0.08% 209
2025
Q2 		$2.42M Buy
33,168
+6,582
+25% +$433K 0.1% 190
2025
Q1 		$1.64M Buy
26,586
+14,640
+123% +$987K 0.08% 215
2024
Q4 		$817K Buy
11,946
+1,380
+13% +$92.7K 0.04% 275
2024
Q3 		$676K Sell
10,566
-4,122
-28% -$255K 0.04% 279
2024
Q2 		$916K Buy
14,688
+5,346
+57% +$312K 0.06% 203
2024
Q1 		$536K Sell
9,342
-7,818
-46% -$430K 0.04% 233
2023
Q4 		$889K Sell
17,160
-1,392
-8% -$67.2K 0.08% 161
2023
Q3 		$842K Buy
18,552
+8,778
+90% +$415K 0.08% 165
2023
Q2 		$461K Sell
9,774
-1,806
-16% -$78.3K 0.05% 200
2023
Q1 		$481K Buy
11,580
+3,222
+39% +$125K 0.05% 204
2022
Q4 		$297K Sell
8,358
-186
-2% -$6.84K 0.04% 245
2022
Q3 		$305K Buy
8,544
+6
+0.1% +$241 0.04% 224
2022
Q2 		$317K Buy
8,538
+744
+10% +$30.6K 0.05% 140
2022
Q1 		$374K Buy
7,794
+1,002
+15% +$47.4K 0.06% 134
2021
Q4 		$363K Buy
6,792
+2,976
+78% +$155K 0.06% 144
2021
Q3 		$184K Buy
3,816
+1,092
+40% +$54.3K 0.04% 155
2021
Q2 		$130K Sell
2,724
-114
-4% -$5.18K 0.03% 162
2021
Q1 		$122K Buy
2,838
+1,308
+85% +$56K 0.04% 154
2020
Q4 		$65K Sell
1,530
-504
-25% -$20.1K 0.02% 183
2020
Q3 		$77K Hold
2,034
– – 0.03% 149
2020
Q2 		$69K Hold
2,034
– – 0.03% 163
2020
Q1 		$53K Buy
2,034
+12
+0.6% +$359 0.03% 157
2019
Q4 		$61K Buy
2,022
+738
+57% +$21.3K 0.04% 141
2019
Q3 		$36K Buy
1,284
+774
+152% +$21.5K 0.02% 174
2019
Q2 		$14K Hold
510
– – 0.01% 223
2019
Q1 		$13K Hold
510
– – 0.01% 216
2018
Q4 		$11K Buy
+510
New +$12.4K 0.01% 213

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

Larson Financial Group's VUG Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q2 2026, buying an estimated $166K and bringing the position to 30,916 shares worth $2.66M. The position accounts for 0.07% of the portfolio, ranked #221.

Larson Financial Group first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Larson Financial Group held 30,916 shares of Vanguard Morningstar Growth ETF worth $2.66M as of Q2 2026.
  • Larson Financial Group bought 1,972 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $166K.
  • Vanguard Morningstar Growth ETF made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #221 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.