LifeGoal Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LifeGoal Wealth 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	$10.7M	Sell	124,701 -7,059	-5%	-$594K	4.92%	5
2026 Q1	$9.7M	Buy	131,760 +1,668	+1%	+$130K	5.55%	6
2025 Q4	$10.6M	Buy	130,092 +14,958	+13%	+$1.21M	7.05%	5
2025 Q3	$9.2M	Buy	115,134 +6,132	+6%	+$469K	7.65%	4
2025 Q2	$7.96M	Buy	109,002 +5,706	+6%	+$376K	7.57%	4
2025 Q1	$6.38M	Buy	103,296 +26,070	+34%	+$1.76M	6.89%	4
2024 Q4	$5.28M	Buy	+77,226	New	+$5.19M	5.73%	3

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

LifeGoal Wealth Advisors's VUG Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, selling an estimated $594K and leaving 124,701 shares worth $10.7M. The position accounts for 4.92% of the portfolio, ranked #5.

LifeGoal Wealth Advisors first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,523 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LifeGoal Wealth Advisors held 124,701 shares of Vanguard Morningstar Growth ETF worth $10.7M as of Q2 2026.
LifeGoal Wealth Advisors sold 7,059 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $594K.
Vanguard Morningstar Growth ETF made up 4.92% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #5 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,523 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.