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Legacy Financial Strategies’s Vanguard Morningstar 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

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 Strategies's VUG Position: Q2 2026 in Review

Legacy Financial Strategies opened a new position in Vanguard Morningstar 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. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Financial Strategies held 2,949 shares of Vanguard Morningstar Growth ETF worth $254K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new Legacy Financial Strategies position in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2017 and has held it in 4 quarters since.
  • Legacy Financial Strategies's Vanguard Morningstar Growth ETF position peaked at $1.05M in Q1 2018.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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