Latigo Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Latigo Investments’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	$10.4M	Buy	121,050 +39,894	+49%	+$3.36M	4.65%	8
2026 Q1	$8.81M	Sell	81,156 -39,894	-33%	-$3.1M	4.39%	8
2025 Q4	$9.84M	Hold	121,050	–	–	4.84%	8
2025 Q3	$9.68M	Sell	121,050 -6	-0%	-$458	4.88%	8
2025 Q2	$8.84M	Hold	121,056	–	–	4.55%	8
2025 Q1	$7.48M	Hold	121,056	–	–	3.99%	9
2024 Q4	$8.28M	Hold	121,056	–	–	4.21%	10
2024 Q3	$7.75M	Sell	121,056 -33,222	-22%	-$2.06M	3.78%	11
2024 Q2	$9.62M	Hold	154,278	–	–	4.92%	7
2024 Q1	$8.85M	Hold	154,278	–	–	4.54%	9
2023 Q4	$7.99M	Hold	154,278	–	–	4.41%	10
2023 Q3	$7M	Sell	154,278 -11,658	-7%	-$551K	4.26%	11
2023 Q2	$7.83M	Buy	165,936 +51,558	+45%	+$2.24M	4.8%	8
2023 Q1	$4.76M	Hold	114,378	–	–	3.42%	12
2022 Q4	$4.06M	Hold	114,378	–	–	3.1%	13
2022 Q3	$4.08M	Buy	+114,378	New	+$4.6M	3.43%	12

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Latigo Investments's VUG Position: Q2 2026 in Review

Latigo Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 49% in Q2 2026, buying an estimated $3.36M and bringing the position to 121,050 shares worth $10.4M. The position accounts for 4.65% of the portfolio, ranked #8.

Latigo Investments first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,876 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Latigo Investments held 121,050 shares of Vanguard Morningstar Growth ETF worth $10.4M as of Q2 2026.
Latigo Investments bought 39,894 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.36M.
Vanguard Morningstar Growth ETF made up 4.65% of Latigo Investments's portfolio in Q2 2026, its #8 holding.
Latigo Investments first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,876 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Latigo Investments's 13F filing for Q2 2026, filed 7 Aug 2026.