Life Planning Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Life Planning 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 Q3	$213K	Hold	2,366	–	–	0.17%	68
2026 Q2	$204K	Buy	+2,366	New	+$199K	0.15%	70
2026 Q1	–	Sell	-2,460	Closed	-$200K	–	69
2025 Q4	$200K	Buy	+2,460	New	+$200K	0.15%	66
2024 Q1	–	Sell	-2,724	Closed	-$141K	–	248
2023 Q4	$141K	Buy	+2,724	New	+$131K	0.14%	68
2022 Q3	$46.6K	Hold	1,308	–	–	0.05%	90
2022 Q2	$49K	Buy	1,308 +1,020	+354%	+$41.9K	0.06%	88
2022 Q1	$14K	Hold	288	–	–	0.01%	125
2021 Q4	$15K	Buy	+288	New	+$15K	0.02%	120

Other funds holding VUG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Life Planning Partners's VUG Position: Q3 2026 in Review

Life Planning Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,366 shares worth $213K. The position accounts for 0.17% of the portfolio, ranked #68.

Life Planning Partners first reported a position in VUG in Q4 2021 and has held it in 8 quarters since. 2,656 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Life Planning Partners held 2,366 shares of Vanguard Morningstar Growth ETF worth $213K as of Q3 2026.
Life Planning Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Growth ETF made up 0.17% of Life Planning Partners's portfolio in Q3 2026, its #68 holding.
Life Planning Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 8 quarters since.
2,656 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.