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

LGT 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 Q4	–	Sell	-2,094	Closed	-$167K	–	380
2025 Q3	$167K	Hold	2,094	–	–	0.36%	54
2025 Q2	$153K	Hold	2,094	–	–	0.39%	48
2025 Q1	$130K	Hold	2,094	–	–	0.4%	54
2024 Q4	$143K	Buy	2,094 +300	+17%	+$20.2K	0.32%	63
2024 Q3	$115K	Buy	1,794 +6	+0.3%	+$372	0.28%	62
2024 Q2	$112K	Hold	1,788	–	–	0.24%	74
2024 Q1	$103K	Hold	1,788	–	–	0.12%	171
2023 Q4	$92.6K	Buy	1,788 +6	+0.3%	+$290	0.11%	167
2023 Q3	$80.9K	Hold	1,782	–	–	0.1%	181
2023 Q2	$84K	Buy	+1,782	New	+$77.3K	0.09%	141
2023 Q1	–	Sell	-1,776	Closed	-$63K	–	200
2022 Q4	$63K	Buy	+1,776	New	+$65.3K	0.07%	130

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 22.9% 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

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

LGT Financial Advisors's VUG Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 2,094 shares — an estimated $167K sold.

LGT Financial Advisors first reported a position in VUG in Q4 2022 and held it in 11 quarters. The position peaked at $167K in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 2,094 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $167K.
LGT Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $167K in Q3 2025.
2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.