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Lazari Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lazari Capital Management’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 		$319K Buy
3,702
+114
+3% +$9.59K 0.1% 128
2026
Q1 		$261K Buy
3,588
+240
+7% +$18.7K 0.09% 131
2025
Q4 		$272K Sell
3,348
-306
-8% -$24.8K 0.09% 124
2025
Q3 		$292K Sell
3,654
-60
-2% -$4.58K 0.1% 115
2025
Q2 		$272K Sell
3,714
-18
-0.5% -$1.19K 0.1% 115
2025
Q1 		$231K Hold
3,732
– – 0.09% 124
2024
Q4 		$255K Sell
3,732
-120
-3% -$8.06K 0.1% 117
2024
Q3 		$247K Buy
3,852
+48
+1% +$2.98K 0.11% 124
2024
Q2 		$237K Sell
3,804
-420
-10% -$24.5K 0.11% 114
2024
Q1 		$242K Sell
4,224
-150
-3% -$8.25K 0.13% 91
2023
Q4 		$227K Buy
+4,374
New +$211K 0.13% 97
2023
Q3 		– Sell
-4,314
Closed -$203K – 132
2023
Q2 		$203K Buy
+4,314
New +$187K 0.11% 108

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lazari Capital Management's VUG Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.2% in Q2 2026, buying an estimated $9.59K and bringing the position to 3,702 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #128.

Lazari Capital Management first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lazari Capital Management held 3,702 shares of Vanguard Morningstar Growth ETF worth $319K as of Q2 2026.
  • Lazari Capital Management bought 114 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.59K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Lazari Capital Management's portfolio in Q2 2026, its #128 holding.
  • Lazari Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.