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

Legacy Edge 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	$23.6M	Sell	262,167 -16,567	-6%	-$1.45M	2.09%	10
2026 Q2	$24M	Sell	278,734 -2,408	-0.9%	-$203K	2.21%	11
2026 Q1	$20.5M	Buy	281,142 +810	+0.3%	+$63K	2.15%	11
2025 Q4	$22.8M	Buy	280,332 +1,254	+0.4%	+$102K	2.5%	8
2025 Q3	$22.3M	Sell	279,078 -22,500	-7%	-$1.72M	2.63%	7
2025 Q2	$22M	Buy	301,578 +24,426	+9%	+$1.61M	2.94%	8
2025 Q1	$17.1M	Sell	277,152 -1,848	-0.7%	-$125K	2.67%	11
2024 Q4	$19.3M	Sell	279,000 -4,464	-2%	-$300K	3.06%	7
2024 Q3	$18.1M	Buy	283,464 +1,068	+0.4%	+$66.2K	2.9%	9
2024 Q2	$17.6M	Sell	282,396 -11,526	-4%	-$672K	3.24%	6
2024 Q1	$16.9M	Sell	293,922 -44,766	-13%	-$2.46M	3.51%	5
2023 Q4	$17.5M	Buy	+338,688	New	+$16.3M	4.02%	4

Other funds holding VUG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy Edge Advisors's VUG Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.9% in Q3 2026, selling an estimated $1.45M and leaving 262,167 shares worth $23.6M. The position accounts for 2.09% of the portfolio, ranked #10.

Legacy Edge Advisors first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. The position peaked at $24M in Q2 2026. 2,162 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Legacy Edge Advisors held 262,167 shares of Vanguard Morningstar Growth ETF worth $23.6M as of Q3 2026.
Legacy Edge Advisors sold 16,567 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.45M.
Vanguard Morningstar Growth ETF made up 2.09% of Legacy Edge Advisors's portfolio in Q3 2026, its #10 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's Vanguard Morningstar Growth ETF position peaked at $24M in Q2 2026.
2,162 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.