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Leelyn Smith’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Leelyn Smith’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 		$200K Buy
+2,324
New +$196K 0.02% 157
2026
Q1 		– Sell
-2,724
Closed -$221K – 162
2025
Q4 		$221K Sell
2,724
-18
-0.7% -$1.46K 0.03% 146
2025
Q3 		$219K Sell
2,742
-18
-0.7% -$1.38K 0.03% 138
2025
Q2 		$202K Buy
+2,760
New +$182K 0.03% 133
2023
Q1 		– Sell
-1,758
Closed -$62.4K – 435
2022
Q4 		$62.4K Buy
1,758
+324
+23% +$11.9K 0.02% 158
2022
Q3 		$51K Sell
1,434
-2,250
-61% -$90.4K 0.02% 153
2022
Q2 		$136K Buy
3,684
+1,818
+97% +$74.7K 0.04% 140
2022
Q1 		$89K Sell
1,866
-198
-10% -$9.37K 0.02% 168
2021
Q4 		$110K Sell
2,064
-54
-3% -$2.81K 0.03% 159
2021
Q3 		$102K Sell
2,118
-18
-0.8% -$896 0.03% 159
2021
Q2 		$102K Sell
2,136
-24
-1% -$1.09K 0.03% 163
2021
Q1 		$93K Sell
2,160
-60
-3% -$2.57K 0.03% 174
2020
Q4 		$94K Buy
2,220
+1,374
+162% +$54.8K 0.03% 167
2020
Q3 		$32K Sell
846
-60
-7% -$2.21K 0.01% 207
2020
Q2 		$31K Sell
906
-234
-21% -$7.2K 0.01% 243
2020
Q1 		$30K Sell
1,140
-840
-42% -$25.2K 0.02% 190
2019
Q4 		$62 Buy
+1,980
New +$57.2K 0.03% 180

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

Leelyn Smith's VUG Position: Q2 2026 in Review

Leelyn Smith opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,324 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Leelyn Smith previously reported a position in VUG as recently as Q4 2025.

Leelyn Smith first reported a position in VUG in Q4 2019 and has held it in 17 quarters since. The position peaked at $221K in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Leelyn Smith held 2,324 shares of Vanguard Morningstar Growth ETF worth $200K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Leelyn Smith position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Leelyn Smith's portfolio in Q2 2026, its #157 holding.
  • Leelyn Smith first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • Leelyn Smith's Vanguard Morningstar Growth ETF position peaked at $221K in Q4 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.