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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Financial Advisors's VUG Position: Q1 2026 in Review

Legacy Financial Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 3,924 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #336.

Legacy Financial Advisors first reported a position in VUG in Q3 2021 and has held it in 10 quarters since. The position peaked at $426K in Q2 2022. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Legacy Financial Advisors held 3,924 shares of Vanguard Morningstar Growth ETF worth $286K as of Q1 2026.
Legacy Financial Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #336 holding.
Legacy Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 10 quarters since.
Legacy Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $426K in Q2 2022.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.