LGL Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LGL Partners’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	$377K	Buy	4,371 +3	+0.1%	+$252	0.14%	45
2026 Q1	$318K	Buy	4,368 +6	+0.1%	+$467	0.13%	50
2025 Q4	$355K	Buy	4,362 +12	+0.3%	+$974	0.15%	40
2025 Q3	$348K	Hold	4,350	–	–	0.15%	39
2025 Q2	$331K	Buy	4,350 +150	+4%	+$9.88K	0.15%	41
2025 Q1	$260K	Buy	4,200 +6	+0.1%	+$405	0.13%	46
2024 Q4	$287K	Hold	4,194	–	–	0.04%	92
2024 Q3	$268K	Buy	4,194 +12	+0.3%	+$744	0.04%	98
2024 Q2	$261K	Buy	4,182 +6	+0.1%	+$350	0.04%	94
2024 Q1	$240K	Hold	4,176	–	–	0.04%	91
2023 Q4	$216K	Buy	+4,176	New	+$202K	0.03%	91
2021 Q1	–	Sell	-34,914	Closed	-$1.47M	–	97
2020 Q4	$1.47M	Hold	34,914	–	–	0.85%	24
2020 Q3	$1.32M	Hold	34,914	–	–	0.8%	26
2020 Q2	$1.18M	Hold	34,914	–	–	0.73%	28
2020 Q1	$912K	Hold	34,914	–	–	0.6%	28
2019 Q4	$1.06M	Hold	34,914	–	–	0.35%	34
2019 Q3	$968K	Sell	34,914 -1,380	-4%	-$38.3K	0.4%	36
2019 Q2	$988K	Hold	36,294	–	–	0.39%	39
2019 Q1	$946K	Sell	36,294 -774	-2%	-$19.1K	0.36%	45
2018 Q4	$830K	Sell	37,068 -1,398	-4%	-$33.9K	0.45%	33
2018 Q3	$1.03M	Hold	38,466	–	–	0.49%	31
2018 Q2	$960K	Sell	38,466 -1,602	-4%	-$39.3K	0.45%	33
2018 Q1	$947K	Hold	40,068	–	–	0.45%	34
2017 Q4	$939K	Hold	40,068	–	–	0.42%	38
2017 Q3	$887K	Sell	40,068 -3,252	-8%	-$70.7K	0.57%	29
2017 Q2	$917K	Buy	+43,320	New	+$907K	0.49%	32

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LGL Partners's VUG Position: Q2 2026 in Review

LGL Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $252 and bringing the position to 4,371 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #45.

LGL Partners first reported a position in VUG in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.47M in Q4 2020. 1,523 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LGL Partners held 4,371 shares of Vanguard Morningstar Growth ETF worth $377K as of Q2 2026.
LGL Partners bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
Vanguard Morningstar Growth ETF made up 0.14% of LGL Partners's portfolio in Q2 2026, its #45 holding.
LGL Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 26 quarters since.
LGL Partners's Vanguard Morningstar Growth ETF position peaked at $1.47M in Q4 2020.
1,523 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.