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Legacy Wealth Management (Idaho)’s Vanguard 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
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 $1.37T 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 Wealth Management (Idaho)'s VUG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Vanguard Growth ETF (VUG) stake by 10% in Q1 2026, selling an estimated $92.9K and leaving 10,686 shares worth $778K. The position accounts for 0.39% of the portfolio, ranked #61.

Legacy Wealth Management (Idaho) first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $966K in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 10,686 shares of Vanguard Growth ETF worth $778K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 1,194 Vanguard Growth ETF shares in Q1 2026, an estimated $92.9K.
  • Vanguard Growth ETF made up 0.39% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #61 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Vanguard Growth ETF position peaked at $966K in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.