LA
VUG icon

LexAurum Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LexAurum 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
2026
Q2 		$585K Sell
6,789
-1,335
-16% -$112K 0.07% 221
2026
Q1 		$591K Buy
+8,124
New +$632K 0.08% 197
2025
Q3 		$519K Buy
6,492
+174
+3% +$13.3K 0.07% 199
2025
Q2 		$462K Sell
6,318
-216
-3% -$14.2K 0.07% 209
2025
Q1 		$404K Sell
6,534
-600
-8% -$40.5K 0.08% 223
2024
Q4 		$488K Buy
+7,134
New +$479K 0.1% 183
2022
Q4 		– Sell
-5,916
Closed -$211K – 263
2022
Q3 		$211K Buy
+5,916
New +$238K 0.08% 220
2022
Q2 		– Sell
-5,340
Closed -$256K – 273
2022
Q1 		$256K Sell
5,340
-2,556
-32% -$121K 0.08% 210
2021
Q4 		$422K Hold
7,896
– – 0.14% 156
2021
Q3 		$382K Sell
7,896
-810
-9% -$40.3K 0.11% 199
2021
Q2 		$416K Sell
8,706
-6,264
-42% -$284K 0.12% 184
2021
Q1 		$641K Sell
14,970
-2,040
-12% -$87.3K 0.22% 109
2020
Q4 		$718K Buy
17,010
+708
+4% +$28.3K 0.26% 95
2020
Q3 		$618K Sell
16,302
-270
-2% -$9.97K 0.25% 87
2020
Q2 		$558K Buy
16,572
+900
+6% +$27.7K 0.3% 74
2020
Q1 		$409K Buy
15,672
+588
+4% +$17.6K 0.28% 75
2019
Q4 		$458K Sell
15,084
-2,334
-13% -$67.4K 0.23% 108
2019
Q3 		$483K Buy
17,418
+966
+6% +$26.8K 0.29% 87
2019
Q2 		$448K Buy
16,452
+4,458
+37% +$119K 0.28% 87
2019
Q1 		$313K Buy
11,994
+78
+0.7% +$1.93K 0.21% 112
2018
Q4 		$267K Buy
+11,916
New +$289K 0.21% 112

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

LexAurum Advisors's VUG Position: Q2 2026 in Review

LexAurum Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, selling an estimated $112K and leaving 6,789 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #221.

LexAurum Advisors first reported a position in VUG in Q4 2018 and has held it in 21 quarters since. The position peaked at $718K in Q4 2020. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LexAurum Advisors held 6,789 shares of Vanguard Morningstar Growth ETF worth $585K as of Q2 2026.
  • LexAurum Advisors sold 1,335 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Morningstar Growth ETF made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #221 holding.
  • LexAurum Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • LexAurum Advisors's Vanguard Morningstar Growth ETF position peaked at $718K in Q4 2020.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.