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Legacy Trust’s Vanguard Growth ETF VUG Stock Holding History

Legacy Trust’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
Q1 		$237K Buy
3,252
+690
+27% +$53.7K 0.05% 190
2025
Q4 		$208K Hold
2,562
– – 0.04% 186
2025
Q3 		$205K Buy
+2,562
New +$196K 0.04% 183

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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Trust's VUG Position: Q1 2026 in Review

Legacy Trust increased its Vanguard Growth ETF (VUG) stake by 27% in Q1 2026, buying an estimated $53.7K and bringing the position to 3,252 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #190.

Legacy Trust first reported a position in VUG in Q3 2025 and has held it in 3 quarters since. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Legacy Trust held 3,252 shares of Vanguard Growth ETF worth $237K as of Q1 2026.
  • Legacy Trust bought 690 Vanguard Growth ETF shares in Q1 2026, an estimated $53.7K.
  • Vanguard Growth ETF made up 0.05% of Legacy Trust's portfolio in Q1 2026, its #190 holding.
  • Legacy Trust first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.