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Legacy Wealth Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$375K Hold
4,158
– – 0.08% 298
2026
Q2 		$358K Hold
4,158
– – 0.08% 300
2026
Q1 		$303K Hold
4,158
– – 0.07% 311
2025
Q4 		$338K Hold
4,158
– – 0.08% 306
2025
Q3 		$332K Hold
4,158
– – 0.08% 308
2025
Q2 		$304K Sell
4,158
-54
-1% -$3.56K 0.08% 315
2025
Q1 		$260K Hold
4,212
– – 0.07% 313
2024
Q4 		$288K Hold
4,212
– – 0.08% 312
2024
Q3 		$270K Hold
4,212
– – 0.07% 317
2024
Q2 		$263K Hold
4,212
– – 0.07% 310
2024
Q1 		$242K Buy
+4,212
New +$232K 0.07% 321
2022
Q1 		– Sell
-3,972
Closed -$212K – 341
2021
Q4 		$212K Buy
+3,972
New +$207K 0.07% 298

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Legacy Wealth Asset Management's VUG Position: Q3 2026 in Review

Legacy Wealth Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 4,158 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #298.

Legacy Wealth Asset Management first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Legacy Wealth Asset Management held 4,158 shares of Vanguard Morningstar Growth ETF worth $375K as of Q3 2026.
  • Legacy Wealth Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.08% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #298 holding.
  • Legacy Wealth Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.