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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Legacy Wealth Asset Management's VUG Position: Q2 2026 in Review

Legacy Wealth Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,158 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #300.

Legacy Wealth Asset Management first reported a position in VUG in Q4 2021 and has held it in 11 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Wealth Asset Management held 4,158 shares of Vanguard Morningstar Growth ETF worth $358K as of Q2 2026.
Legacy Wealth Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #300 holding.
Legacy Wealth Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.