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Legacy Investment Solutions’s Vanguard Growth ETF VUG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$66.2K Buy
+906
New +$59.6K 0.03% 132
2024
Q4 		$63.2K Sell
906
-2,046
-69% -$137K 0.04% 110
2024
Q3 		$201K Buy
+2,952
New +$183K 0.12% 64

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Legacy Investment Solutions's VUG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Growth ETF (VUG) in Q2 2025: 906 shares worth $66.2K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VUG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VUG in Q3 2024 and has held it in 3 quarters since. The position peaked at $201K in Q3 2024. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Legacy Investment Solutions held 906 shares of Vanguard Growth ETF worth $66.2K as of Q2 2025.
  • Vanguard Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Growth ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #132 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Growth ETF position peaked at $201K in Q3 2024.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.