Legacy Capital Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legacy Capital Wealth Partners’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	$231K	Sell	2,678 -424	-14%	-$35.7K	0.04%	342
2026 Q1	$226K	Sell	3,102 -672	-18%	-$52.3K	0.05%	346
2025 Q4	$307K	Sell	3,774 -894	-19%	-$72.6K	0.07%	296
2025 Q3	$373K	Buy	+4,668	New	+$357K	0.08%	264
2025 Q2	–	Sell	-28,140	Closed	-$1.74M	–	396
2025 Q1	$1.74M	Buy	28,140 +882	+3%	+$59.5K	0.43%	36
2024 Q4	$1.86M	Buy	+27,258	New	+$1.83M	0.46%	35
2024 Q1	–	Sell	-5,298	Closed	-$274K	–	346
2023 Q4	$274K	Buy	+5,298	New	+$256K	0.08%	233
2023 Q2	–	Sell	-14,538	Closed	-$604K	–	242
2023 Q1	$604K	Sell	14,538 -246	-2%	-$9.57K	0.17%	117
2022 Q4	$525K	Sell	14,784 -232,968	-94%	-$8.57M	0.25%	48
2022 Q3	$8.83M	Buy	247,752 +36,984	+18%	+$1.49M	4.69%	7
2022 Q2	$7.83M	Sell	210,768 -300	-0.1%	-$12.3K	3.94%	9
2022 Q1	$10.1M	Buy	+211,068	New	+$9.98M	4.35%	9

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Legacy Capital Wealth Partners's VUG Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q2 2026, selling an estimated $35.7K and leaving 2,678 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #342.

Legacy Capital Wealth Partners first reported a position in VUG in Q1 2022 and has held it in 12 quarters since. The position peaked at $10.1M in Q1 2022. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Capital Wealth Partners held 2,678 shares of Vanguard Morningstar Growth ETF worth $231K as of Q2 2026.
Legacy Capital Wealth Partners sold 424 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $35.7K.
Vanguard Morningstar Growth ETF made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #342 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $10.1M in Q1 2022.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.