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

Legacy Financial Group (Oklahoma)’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 		$36.5M Sell
423,930
-11,550
-3% -$972K 8.52% 2
2026
Q1 		$31.7M Buy
435,480
+1,980
+0.5% +$154K 8.38% 2
2025
Q4 		$35.2M Sell
433,500
-18,462
-4% -$1.5M 9.24% 2
2025
Q3 		$36.1M Sell
451,962
-11,160
-2% -$853K 9.9% 1
2025
Q2 		$33.8M Sell
463,122
-3,672
-0.8% -$242K 10% 1
2025
Q1 		$28.8M Buy
466,794
+2,544
+0.5% +$172K 9.26% 1
2024
Q4 		$31.8M Buy
464,250
+1,530
+0.3% +$103K 10.23% 1
2024
Q3 		$29.5M Buy
462,720
+19,812
+4% +$1.23M 10.04% 1
2024
Q2 		$27.6M Buy
442,908
+2,928
+0.7% +$171K 10.45% 1
2024
Q1 		$25.2M Buy
439,980
+17,634
+4% +$970K 9.94% 1
2023
Q4 		$21.9M Buy
422,346
+24,798
+6% +$1.2M 9.55% 1
2023
Q3 		$18M Buy
397,548
+11,604
+3% +$548K 8.9% 1
2023
Q2 		$18.2M Buy
385,944
+6,132
+2% +$266K 9.09% 1
2023
Q1 		$15.8M Buy
379,812
+5,112
+1% +$199K 8.73% 1
2022
Q4 		$13.3M Buy
+374,700
New +$13.8M 8.2% 3

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Legacy Financial Group (Oklahoma)'s VUG Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q2 2026, selling an estimated $972K and leaving 423,930 shares worth $36.5M. The position accounts for 8.52% of the portfolio, ranked #2.

Legacy Financial Group (Oklahoma) first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 423,930 shares of Vanguard Morningstar Growth ETF worth $36.5M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 11,550 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $972K.
  • Vanguard Morningstar Growth ETF made up 8.52% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #2 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.