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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
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

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

Legacy Advisors's VUG Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, buying an estimated $858K and bringing the position to 40,920 shares worth $3.52M. The position accounts for 0.33% of the portfolio, ranked #45.

Legacy Advisors first reported a position in VUG in Q4 2016 and has held it in 21 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Advisors held 40,920 shares of Vanguard Morningstar Growth ETF worth $3.52M as of Q2 2026.
  • Legacy Advisors bought 10,200 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $858K.
  • Vanguard Morningstar Growth ETF made up 0.33% of Legacy Advisors's portfolio in Q2 2026, its #45 holding.
  • Legacy Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 21 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.