Legacy Financial Group (Iowa)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legacy Financial Group (Iowa)’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	$2.69M	Sell	31,261 -65	-0.2%	-$5.47K	0.3%	51
2026 Q1	$2.28M	Sell	31,326 -456	-1%	-$35.5K	0.29%	49
2025 Q4	$2.48M	Buy	31,782 +810	+3%	+$65.7K	0.31%	48
2025 Q3	$2.48M	Sell	30,972 -660	-2%	-$50.4K	0.32%	46
2025 Q2	$2.31M	Buy	31,632 +672	+2%	+$44.2K	0.32%	43
2025 Q1	$1.91M	Sell	30,960 -3,168	-9%	-$214K	0.29%	42
2024 Q4	$2.33M	Buy	+34,128	New	+$2.29M	0.38%	40
2024 Q3	–	Sell	-34,968	Closed	-$2.18M	–	103
2024 Q2	$2.18M	Sell	34,968 -2,070	-6%	-$121K	0.43%	41
2024 Q1	$2.12M	Buy	+37,038	New	+$2.04M	0.43%	37
2023 Q4	–	Sell	-37,974	Closed	-$1.72M	–	505
2023 Q3	$1.72M	Buy	+37,974	New	+$1.79M	0.41%	39
2021 Q3	–	Sell	-60,570	Closed	-$2.9M	–	65
2021 Q2	$2.9M	Sell	60,570 -732	-1%	-$33.2K	0.87%	21
2021 Q1	$2.63M	Sell	61,302 -3,324	-5%	-$142K	0.91%	25
2020 Q4	$2.73M	Buy	+64,626	New	+$2.58M	1.05%	24

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 Group (Iowa)'s VUG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.21% in Q2 2026, selling an estimated $5.47K and leaving 31,261 shares worth $2.69M. The position accounts for 0.3% of the portfolio, ranked #51.

Legacy Financial Group (Iowa) first reported a position in VUG in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.9M in Q2 2021. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Financial Group (Iowa) held 31,261 shares of Vanguard Morningstar Growth ETF worth $2.69M as of Q2 2026.
Legacy Financial Group (Iowa) sold 65 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $5.47K.
Vanguard Morningstar Growth ETF made up 0.3% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #51 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 13 quarters since.
Legacy Financial Group (Iowa)'s Vanguard Morningstar Growth ETF position peaked at $2.9M in Q2 2021.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.