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

Legacy Wealth Management (Tennessee)’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	$792K	Sell	9,198 -180	-2%	-$15.1K	0.04%	21
2026 Q1	$683K	Buy	9,378 +150	+2%	+$11.7K	0.04%	21
2025 Q4	$750K	Hold	9,228	–	–	0.04%	20
2025 Q3	$738K	Hold	9,228	–	–	0.04%	21
2025 Q2	$674K	Buy	+9,228	New	+$608K	0.04%	22
2022 Q3	–	Sell	-21,828	Closed	-$811K	–	20
2022 Q2	$811K	Buy	21,828 +9,420	+76%	+$387K	0.1%	16
2022 Q1	$595K	Buy	12,408 +5,724	+86%	+$271K	0.07%	14
2021 Q4	$357K	Hold	6,684	–	–	0.04%	16
2021 Q3	$323K	Buy	6,684 +24	+0.4%	+$1.19K	0.04%	15
2021 Q2	$318K	Buy	+6,660	New	+$302K	0.04%	15

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 Management (Tennessee)'s VUG Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q2 2026, selling an estimated $15.1K and leaving 9,198 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #21.

Legacy Wealth Management (Tennessee) first reported a position in VUG in Q2 2021 and has held it in 10 quarters since. The position peaked at $811K in Q2 2022. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Wealth Management (Tennessee) held 9,198 shares of Vanguard Morningstar Growth ETF worth $792K as of Q2 2026.
Legacy Wealth Management (Tennessee) sold 180 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Morningstar Growth ETF made up 0.04% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #21 holding.
Legacy Wealth Management (Tennessee) first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 10 quarters since.
Legacy Wealth Management (Tennessee)'s Vanguard Morningstar Growth ETF position peaked at $811K in Q2 2022.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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