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 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

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 22.9% 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 Edge Advisors's VUG Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.86% in Q2 2026, selling an estimated $203K and leaving 278,734 shares worth $24M. The position accounts for 2.21% of the portfolio, ranked #11.

Legacy Edge Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Edge Advisors held 278,734 shares of Vanguard Morningstar Growth ETF worth $24M as of Q2 2026.
Legacy Edge Advisors sold 2,408 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $203K.
Vanguard Morningstar Growth ETF made up 2.21% of Legacy Edge Advisors's portfolio in Q2 2026, its #11 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.