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LifePlan Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LifePlan Investment 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 		$10.5M Buy
122,424
+4,530
+4% +$381K 3.63% 4
2026
Q1 		$8.58M Buy
117,894
+8,928
+8% +$695K 3.37% 4
2025
Q4 		$8.86M Buy
108,966
+9,258
+9% +$751K 3.61% 4
2025
Q3 		$7.97M Buy
99,708
+10,140
+11% +$775K 3.34% 3
2025
Q2 		$6.54M Buy
89,568
+16,428
+22% +$1.08M 3.25% 3
2025
Q1 		$4.52M Buy
73,140
+6,594
+10% +$445K 2.6% 9
2024
Q4 		$4.55M Buy
66,546
+2,298
+4% +$154K 2.82% 8
2024
Q3 		$4.11M Buy
64,248
+11,052
+21% +$685K 2.63% 11
2024
Q2 		$3.32M Buy
53,196
+10,584
+25% +$617K 2.39% 12
2024
Q1 		$2.44M Buy
42,612
+20,952
+97% +$1.15M 1.95% 22
2023
Q4 		$1.12M Buy
21,660
+9,630
+80% +$465K 1.03% 27
2023
Q3 		$546K Buy
12,030
+3,618
+43% +$171K 0.58% 34
2023
Q2 		$397K Buy
+8,412
New +$365K 0.44% 37

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

LifePlan Investment Advisors's VUG Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $381K and bringing the position to 122,424 shares worth $10.5M. The position accounts for 3.63% of the portfolio, ranked #4.

LifePlan Investment Advisors first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LifePlan Investment Advisors held 122,424 shares of Vanguard Morningstar Growth ETF worth $10.5M as of Q2 2026.
  • LifePlan Investment Advisors bought 4,530 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $381K.
  • Vanguard Morningstar Growth ETF made up 3.63% of LifePlan Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.