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Legacy Wealth Management (Idaho)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$959K Buy
11,133
+447
+4% +$37.6K 0.4% 73
2026
Q1 		$778K Sell
10,686
-1,194
-10% -$92.9K 0.39% 61
2025
Q4 		$966K Buy
11,880
+11,160
+1,550% +$906K 0.46% 50
2025
Q3 		$57.6K Sell
720
-186
-21% -$14.2K 0.03% 157
2025
Q2 		$66.2K Hold
906
– – 0.03% 132
2025
Q1 		$56K Hold
906
– – 0.04% 134
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 $1.55T 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 22.9% 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 Wealth Management (Idaho)'s VUG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.2% in Q2 2026, buying an estimated $37.6K and bringing the position to 11,133 shares worth $959K. The position accounts for 0.4% of the portfolio, ranked #73.

Legacy Wealth Management (Idaho) first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $966K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 11,133 shares of Vanguard Morningstar Growth ETF worth $959K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 447 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $37.6K.
  • Vanguard Morningstar Growth ETF made up 0.4% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #73 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Management (Idaho)'s Vanguard Morningstar Growth ETF position peaked at $966K in Q4 2025.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.