LBJ Family Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LBJ Family Wealth 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	$367K	Buy	4,323 +3	+0.1%	+$252	0.19%	25
2026 Q1	$303K	Hold	4,320	–	–	0.18%	25
2025 Q4	$351K	Hold	4,320	–	–	0.19%	24
2025 Q3	$346K	Hold	4,320	–	–	0.19%	24
2025 Q2	$316K	Hold	4,320	–	–	0.18%	24
2025 Q1	$267K	Hold	4,320	–	–	0.17%	25
2024 Q4	$296K	Hold	4,320	–	–	0.18%	24
2024 Q3	$277K	Hold	4,320	–	–	0.16%	26
2024 Q2	$269K	Hold	4,320	–	–	0.17%	26
2024 Q1	$248K	Hold	4,320	–	–	0.16%	22
2023 Q4	$224K	Sell	4,320 -366	-8%	-$17.7K	0.15%	22
2023 Q3	$213K	Hold	4,686	–	–	0.16%	22
2023 Q2	$221K	Buy	+4,686	New	+$203K	0.15%	24
2022 Q4	–	Sell	-409,758	Closed	-$8.8M	–	23
2022 Q3	$8.8M	Buy	409,758 +405,084	+8,667%	+$16.3M	7.11%	5
2022 Q2	$174K	Buy	4,674 +6	+0.1%	+$246	0.13%	23
2022 Q1	$212K	Hold	4,668	–	–	0.14%	23
2021 Q4	$250K	Buy	4,668 +12	+0.3%	+$625	0.15%	22
2021 Q3	$225K	Hold	4,656	–	–	0.13%	22
2021 Q2	$222K	Buy	+4,656	New	+$211K	0.13%	21

Other funds holding VUG

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

LBJ Family Wealth Advisors's VUG Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $252 and bringing the position to 4,323 shares worth $367K. The position accounts for 0.19% of the portfolio, ranked #25.

LBJ Family Wealth Advisors first reported a position in VUG in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.8M in Q3 2022. 2,038 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LBJ Family Wealth Advisors held 4,323 shares of Vanguard Morningstar Growth ETF worth $367K as of Q2 2026.
LBJ Family Wealth Advisors bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.19% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #25 holding.
LBJ Family Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 19 quarters since.
LBJ Family Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $8.8M in Q3 2022.
2,038 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.