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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Life Planning Partners's VUG Position: Q2 2026 in Review

Life Planning Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,366 shares worth $204K. The stake represents 0.15% of the portfolio and ranks #70 among its holdings. This is a return to the name: Life Planning Partners previously reported a position in VUG as recently as Q4 2025.

Life Planning Partners first reported a position in VUG in Q4 2021 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Life Planning Partners held 2,366 shares of Vanguard Morningstar Growth ETF worth $204K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new Life Planning Partners position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.15% of Life Planning Partners's portfolio in Q2 2026, its #70 holding.
Life Planning Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 7 quarters since.
1,807 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.