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

Legacy Financial 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	$343K	Buy	3,983 +59	+2%	+$4.96K	0.04%	321
2026 Q1	$286K	Hold	3,924	–	–	0.04%	336
2025 Q4	$319K	Buy	+3,924	New	+$318K	0.04%	306
2024 Q4	–	Sell	-3,234	Closed	-$207K	–	373
2024 Q3	$207K	Buy	+3,234	New	+$200K	0.03%	339
2023 Q4	–	Sell	-5,226	Closed	-$237K	–	311
2023 Q3	$237K	Buy	+5,226	New	+$247K	0.05%	231
2023 Q2	–	Sell	-6,732	Closed	-$280K	–	269
2023 Q1	$280K	Sell	6,732 -2,106	-24%	-$81.9K	0.06%	193
2022 Q4	$314K	Sell	8,838 -378	-4%	-$13.9K	0.07%	172
2022 Q3	$329K	Sell	9,216 -2,250	-20%	-$90.4K	0.08%	151
2022 Q2	$426K	Buy	11,466 +4,764	+71%	+$196K	0.11%	106
2022 Q1	$321K	Buy	+6,702	New	+$317K	0.07%	156
2021 Q4	–	Sell	-4,194	Closed	-$203K	–	208
2021 Q3	$203K	Buy	+4,194	New	+$209K	0.05%	180

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 Financial Advisors's VUG Position: Q2 2026 in Review

Legacy Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q2 2026, buying an estimated $4.96K and bringing the position to 3,983 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #321.

Legacy Financial Advisors first reported a position in VUG in Q3 2021 and has held it in 11 quarters since. The position peaked at $426K in Q2 2022. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Financial Advisors held 3,983 shares of Vanguard Morningstar Growth ETF worth $343K as of Q2 2026.
Legacy Financial Advisors bought 59 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.96K.
Vanguard Morningstar Growth ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #321 holding.
Legacy Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 11 quarters since.
Legacy Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $426K in Q2 2022.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.