Legacy Wealth Management (Tennessee)’s Vanguard 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its Vanguard 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. 644 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Legacy Wealth Management (Tennessee) held 9,198 shares of Vanguard Growth ETF worth $792K as of Q2 2026.
Legacy Wealth Management (Tennessee) sold 180 Vanguard Growth ETF shares in Q2 2026, an estimated $15.1K.
Vanguard 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 Growth ETF in Q2 2021 and has held it in 10 quarters since.
Legacy Wealth Management (Tennessee)'s Vanguard Growth ETF position peaked at $811K in Q2 2022.
644 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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