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LBMC Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LBMC Investment 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 		$588K Buy
6,821
+3,635
+114% +$306K 0.03% 144
2026
Q1 		$232K Sell
3,186
-60
-2% -$4.67K 0.01% 215
2025
Q4 		$264K Hold
3,246
– – 0.02% 200
2025
Q3 		$259K Hold
3,246
– – 0.02% 205
2025
Q2 		$237K Buy
+3,246
New +$214K 0.02% 195
2025
Q1 		– Sell
-2,982
Closed -$204K – 207
2024
Q4 		$204K Buy
+2,982
New +$200K 0.02% 189

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

LBMC Investment Advisors's VUG Position: Q2 2026 in Review

LBMC Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 114% in Q2 2026, buying an estimated $306K and bringing the position to 6,821 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #144.

LBMC Investment Advisors first reported a position in VUG in Q4 2024 and has held it in 6 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LBMC Investment Advisors held 6,821 shares of Vanguard Morningstar Growth ETF worth $588K as of Q2 2026.
  • LBMC Investment Advisors bought 3,635 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $306K.
  • Vanguard Morningstar Growth ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.