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

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

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. 2,897 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.
2,897 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.