LeConte Wealth Management
VUG icon

LeConte Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LeConte Wealth 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
Q3 		– Sell
-2,652
Closed -$228K – 209
2026
Q2 		$228K Buy
+2,652
New +$223K 0.12% 141
2026
Q1 		– Sell
-2,538
Closed -$206K – 166
2025
Q4 		$206K Hold
2,538
– – 0.13% 129
2025
Q3 		$203K Buy
+2,538
New +$194K 0.14% 121

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Signature Estate & Investment Advisors
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Mission Wealth Management
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LeConte Wealth Management's VUG Position: Q3 2026 in Review

LeConte Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2026, closing a stake of 2,652 shares — an estimated $228K sold.

LeConte Wealth Management first reported a position in VUG in Q3 2025 and held it in 3 quarters. The position peaked at $228K in Q2 2026. 1,140 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • LeConte Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • LeConte Wealth Management sold 2,652 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $228K.
  • LeConte Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 3 quarters.
  • LeConte Wealth Management's Vanguard Morningstar Growth ETF position peaked at $228K in Q2 2026.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.