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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
Q3 		$390K Hold
4,323
– – 0.2% 25
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

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

LBJ Family Wealth Advisors's VUG Position: Q3 2026 in Review

LBJ Family Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,323 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #25.

LBJ Family Wealth Advisors first reported a position in VUG in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.8M in Q3 2022. 19 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • LBJ Family Wealth Advisors held 4,323 shares of Vanguard Morningstar Growth ETF worth $390K as of Q3 2026.
  • LBJ Family Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.2% of LBJ Family Wealth Advisors's portfolio in Q3 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 20 quarters since.
  • LBJ Family Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $8.8M in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.