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Legacy Capital Wealth Partners’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Capital Wealth Partners's VUG Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Growth ETF (VUG) stake by 18% in Q1 2026, selling an estimated $52.3K and leaving 3,102 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #346.

Legacy Capital Wealth Partners first reported a position in VUG in Q1 2022 and has held it in 11 quarters since. The position peaked at $10.1M in Q1 2022. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Legacy Capital Wealth Partners held 3,102 shares of Vanguard Growth ETF worth $226K as of Q1 2026.
  • Legacy Capital Wealth Partners sold 672 Vanguard Growth ETF shares in Q1 2026, an estimated $52.3K.
  • Vanguard Growth ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #346 holding.
  • Legacy Capital Wealth Partners first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 11 quarters since.
  • Legacy Capital Wealth Partners's Vanguard Growth ETF position peaked at $10.1M in Q1 2022.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.