Legacy Advisors
VUG icon

Legacy Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legacy 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 		$2.13M Sell
23,642
-17,278
-42% -$1.51M 0.2% 54
2026
Q2 		$3.52M Buy
40,920
+10,200
+33% +$858K 0.33% 45
2026
Q1 		$2.24M Buy
30,720
+10,830
+54% +$843K 0.26% 52
2025
Q4 		$1.62M Buy
19,890
+630
+3% +$51.1K 0.17% 74
2025
Q3 		$1.54M Buy
+19,260
New +$1.47M 0.19% 73
2025
Q1 		$991K Buy
16,032
+1,110
+7% +$74.8K 0.1% 165
2024
Q4 		$1.02M Hold
14,922
– – 0.1% 155
2024
Q3 		$955K Hold
14,922
– – 0.1% 151
2024
Q2 		$931K Hold
14,922
– – 0.11% 137
2024
Q1 		$856K Buy
14,922
+11,028
+283% +$606K 0.11% 148
2023
Q4 		$202K Buy
+3,894
New +$188K 0.03% 298
2019
Q3 		– Sell
-600
Closed -$16K – 324
2019
Q2 		$16K Sell
600
-84
-12% -$2.24K 0.01% 276
2019
Q1 		$18K Sell
684
-18,018
-96% -$445K 0.01% 290
2018
Q4 		$419K Buy
18,702
+5,730
+44% +$139K 0.32% 69
2018
Q3 		$349K Hold
12,972
– – 0.17% 107
2018
Q2 		$324K Buy
12,972
+36
+0.3% +$883 0.24% 69
2018
Q1 		$307K Buy
12,936
+12,336
+2,056% +$301K 0.23% 60
2017
Q4 		$14K Sell
600
-8,886
-94% -$204K 0.01% 222
2017
Q3 		$209K Buy
9,486
+8,886
+1,481% +$193K 0.23% 48
2017
Q2 		$12K Hold
600
– – 0.02% 159
2017
Q1 		$12K Hold
600
– – 0.02% 150
2016
Q4 		$11K Buy
+600
New +$11.1K 0.02% 170

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Legacy Advisors's VUG Position: Q3 2026 in Review

Legacy Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 42% in Q3 2026, selling an estimated $1.51M and leaving 23,642 shares worth $2.13M. The position accounts for 0.2% of the portfolio, ranked #54.

Legacy Advisors first reported a position in VUG in Q4 2016 and has held it in 22 quarters since. The position peaked at $3.52M in Q2 2026. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Legacy Advisors held 23,642 shares of Vanguard Morningstar Growth ETF worth $2.13M as of Q3 2026.
  • Legacy Advisors sold 17,278 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.51M.
  • Vanguard Morningstar Growth ETF made up 0.2% of Legacy Advisors's portfolio in Q3 2026, its #54 holding.
  • Legacy Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Vanguard Morningstar Growth ETF position peaked at $3.52M in Q2 2026.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.