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LaSalle St. Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LaSalle St. Investment Advisors’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 		$27.4M Sell
317,854
-16,670
-5% -$1.4M 3.35% 3
2026
Q1 		$24.4M Buy
334,524
+36,066
+12% +$2.81M 3.43% 3
2025
Q4 		$24.3M Buy
298,458
+53,904
+22% +$4.37M 3.91% 3
2025
Q3 		$19.5M Sell
244,554
-876
-0.4% -$66.9K 3.5% 4
2025
Q2 		$17.9M Sell
245,430
-510
-0.2% -$33.6K 4.92% 2
2025
Q1 		$15.2M Buy
245,940
+27,750
+13% +$1.87M 3.58% 3
2024
Q4 		$14.9M Buy
218,190
+1,950
+0.9% +$131K 4.63% 3
2024
Q3 		$13.8M Buy
216,240
+16,176
+8% +$1M 5.44% 2
2024
Q2 		$12.5M Sell
200,064
-19,932
-9% -$1.16M 6.23% 2
2024
Q1 		$12.6M Buy
219,996
+9,516
+5% +$523K 7.09% 2
2023
Q4 		$109M Buy
210,480
+8,856
+4% +$427K 7.31% 2
2023
Q3 		$9.15M Buy
201,624
+30,612
+18% +$1.45M 4.47% 2
2023
Q2 		$8.06M Buy
171,012
+22,746
+15% +$986K 3.58% 5
2023
Q1 		$6.16M Buy
148,266
+20,934
+16% +$814K 2.72% 5
2022
Q4 		$4.52M Buy
+127,332
New +$4.68M 2.13% 8

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

LaSalle St. Investment Advisors's VUG Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5% in Q2 2026, selling an estimated $1.4M and leaving 317,854 shares worth $27.4M. The position accounts for 3.35% of the portfolio, ranked #3.

LaSalle St. Investment Advisors first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $109M in Q4 2023. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LaSalle St. Investment Advisors held 317,854 shares of Vanguard Morningstar Growth ETF worth $27.4M as of Q2 2026.
  • LaSalle St. Investment Advisors sold 16,670 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.4M.
  • Vanguard Morningstar Growth ETF made up 3.35% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • LaSalle St. Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • LaSalle St. Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $109M in Q4 2023.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.