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Legend Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-426
Closed -$31.1K – 161
2025
Q2 		$31.1K Buy
+426
New +$28K 0.02% 73
2025
Q1 		– Sell
-426
Closed -$29.1K – 249
2024
Q4 		$29.1K Hold
426
– – 0.02% 72
2024
Q3 		$27.3K Sell
426
-480
-53% -$29.8K 0.02% 68
2024
Q2 		$56.5K Buy
906
+480
+113% +$28K 0.04% 56
2024
Q1 		$24.4K Hold
426
– – 0.02% 82
2023
Q4 		$22.1K Hold
426
– – 0.02% 86
2023
Q3 		$19.3K Sell
426
-1,992
-82% -$94.1K 0.02% 95
2023
Q2 		$114K Sell
2,418
-7,908
-77% -$343K 0.1% 48
2023
Q1 		$429K Sell
10,326
-684
-6% -$26.6K 0.36% 33
2022
Q4 		$391K Sell
11,010
-2,322
-17% -$85.4K 0.34% 34
2022
Q3 		$475K Sell
13,332
-4,500
-25% -$181K 0.45% 25
2022
Q2 		$663K Sell
17,832
-54
-0.3% -$2.22K 0.69% 19
2022
Q1 		$865K Buy
17,886
+4,176
+30% +$198K 0.55% 21
2021
Q4 		$733K Sell
13,710
-4,176
-23% -$218K 0.51% 27
2021
Q3 		$865K Buy
17,886
+4,464
+33% +$222K 0.55% 21
2021
Q2 		$642K Buy
+13,422
New +$609K 0.41% 24
2021
Q1 		– Sell
-13,338
Closed -$563K – 30
2020
Q4 		$563K Sell
13,338
-5,088
-28% -$203K 0.46% 20
2020
Q3 		$699K Sell
18,426
-1,134
-6% -$41.9K 0.55% 18
2020
Q2 		$659K Sell
19,560
-88,560
-82% -$2.72M 0.41% 24
2020
Q1 		$2.82M Sell
108,120
-4,740
-4% -$142K 2.53% 8
2019
Q4 		$3.43M Sell
112,860
-8,592
-7% -$248K 2.93% 9
2019
Q3 		$3.37M Sell
121,452
-1,650
-1% -$45.8K 2.86% 10
2019
Q2 		$3.35M Sell
123,102
-35,298
-22% -$943K 2.95% 10
2019
Q1 		$4.13M Sell
158,400
-1,992
-1% -$49.2K 4.53% 8
2018
Q4 		$3.59M Buy
+160,392
New +$3.89M 5.27% 8

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 22.96% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Legend Financial Advisors's VUG Position: Q3 2025 in Review

Legend Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 426 shares — an estimated $31.1K sold.

Legend Financial Advisors first reported a position in VUG in Q4 2018 and held it in 25 quarters. The position peaked at $4.13M in Q1 2019. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Legend Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 426 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $31.1K.
  • Legend Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 25 quarters.
  • Legend Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $4.13M in Q1 2019.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.