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Legacy Advisors’s Vanguard 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
Q2 		– Sell
-16,032
Closed -$991K – 403
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Legacy Advisors's VUG Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard 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. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Advisors held 40,920 shares of Vanguard Growth ETF worth $3.52M as of Q2 2026.
  • Legacy Advisors bought 10,200 Vanguard Growth ETF shares in Q2 2026, an estimated $858K.
  • Vanguard 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 Growth ETF in Q4 2016 and has held it in 21 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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