LifePlan Investment Advisors’s Vanguard 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LifePlan Investment Advisors's VUG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 8.2% in Q1 2026, buying an estimated $695K and bringing the position to 117,894 shares worth $8.58M. The position accounts for 3.37% of the portfolio, ranked #4.

LifePlan Investment Advisors first reported a position in VUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.86M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

LifePlan Investment Advisors held 117,894 shares of Vanguard Growth ETF worth $8.58M as of Q1 2026.
LifePlan Investment Advisors bought 8,928 Vanguard Growth ETF shares in Q1 2026, an estimated $695K.
Vanguard Growth ETF made up 3.37% of LifePlan Investment Advisors's portfolio in Q1 2026, its #4 holding.
LifePlan Investment Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Vanguard Growth ETF position peaked at $8.86M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.