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Legacy Financial Strategies’s Vanguard Growth ETF VUG Stock Holding History

Legacy Financial Strategies’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 		$254K Buy
+2,949
New +$248K 0.04% 131
2018
Q3 		– Sell
-32,772
Closed -$818K – 94
2018
Q2 		$818K Sell
32,772
-11,610
-26% -$285K 0.73% 15
2018
Q1 		$1.05M Buy
44,382
+12,954
+41% +$316K 1.03% 13
2017
Q4 		$737K Buy
+31,428
New +$721K 0.78% 20

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Legacy Financial Strategies's VUG Position: Q2 2026 in Review

Legacy Financial Strategies opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,949 shares worth $254K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Legacy Financial Strategies previously reported a position in VUG as recently as Q2 2018.

Legacy Financial Strategies first reported a position in VUG in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2018. 942 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Financial Strategies held 2,949 shares of Vanguard Growth ETF worth $254K as of Q2 2026.
  • Vanguard Growth ETF was a new Legacy Financial Strategies position in Q2 2026.
  • Vanguard Growth ETF made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #131 holding.
  • Legacy Financial Strategies first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 4 quarters since.
  • Legacy Financial Strategies's Vanguard Growth ETF position peaked at $1.05M in Q1 2018.
  • 942 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.