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LifeSteps Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LifeSteps Financial’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 		$1.66M Sell
19,298
-244
-1% -$20.5K 0.77% 23
2026
Q1 		$1.42M Sell
19,542
-4,080
-17% -$317K 0.9% 23
2025
Q4 		$1.92M Sell
23,622
-1,260
-5% -$102K 1.23% 18
2025
Q3 		$1.99M Sell
24,882
-1,266
-5% -$96.7K 1.28% 18
2025
Q2 		$1.91M Sell
26,148
-300
-1% -$19.8K 1.31% 18
2025
Q1 		$1.63M Sell
26,448
-3,858
-13% -$260K 1.33% 20
2024
Q4 		$2.07M Sell
30,306
-192
-0.6% -$12.9K 1.59% 16
2024
Q3 		$1.95M Sell
30,498
-480
-2% -$29.8K 1.53% 16
2024
Q2 		$1.93M Sell
30,978
-594
-2% -$34.6K 1.59% 14
2024
Q1 		$1.81M Sell
31,572
-84
-0.3% -$4.62K 1.37% 18
2023
Q4 		$1.64M Buy
31,656
+12
+0% +$579 1.45% 18
2023
Q3 		$1.44M Sell
31,644
-198
-0.6% -$9.35K 1.46% 18
2023
Q2 		$1.5M Sell
31,842
-378
-1% -$16.4K 1.48% 17
2023
Q1 		$1.34M Sell
32,220
-6,540
-17% -$254K 1.42% 18
2022
Q4 		$1.38M Sell
38,760
-978
-2% -$36K 1.43% 19
2022
Q3 		$1.42M Sell
39,738
-1,062
-3% -$42.7K 1.6% 15
2022
Q2 		$1.52M Buy
40,800
+120
+0.3% +$4.93K 1.58% 15
2022
Q1 		$1.95M Sell
40,680
-174
-0.4% -$8.23K 1.44% 19
2021
Q4 		$2.19M Sell
40,854
-1,914
-4% -$99.7K 1.55% 16
2021
Q3 		$2.07M Buy
42,768
+6
+0% +$299 1.58% 16
2021
Q2 		$2.04M Sell
42,762
-2,034
-5% -$92.4K 1.57% 17
2021
Q1 		$1.92M Sell
44,796
-1,134
-2% -$48.5K 1.6% 16
2020
Q4 		$1.94M Sell
45,930
-3,330
-7% -$133K 1.78% 13
2020
Q3 		$1.87M Buy
49,260
+912
+2% +$33.7K 1.97% 12
2020
Q2 		$1.63M Buy
48,348
+18
+0% +$554 1.88% 14
2020
Q1 		$1.26M Hold
48,330
– – 1.45% 22
2019
Q4 		$1.47M Buy
+48,330
New +$1.4M 1.38% 23

Other funds holding VUG

MG
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
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
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

LifeSteps Financial's VUG Position: Q2 2026 in Review

LifeSteps Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $20.5K and leaving 19,298 shares worth $1.66M. The position accounts for 0.77% of the portfolio, ranked #23.

LifeSteps Financial first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.19M in Q4 2021. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LifeSteps Financial held 19,298 shares of Vanguard Morningstar Growth ETF worth $1.66M as of Q2 2026.
  • LifeSteps Financial sold 244 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $20.5K.
  • Vanguard Morningstar Growth ETF made up 0.77% of LifeSteps Financial's portfolio in Q2 2026, its #23 holding.
  • LifeSteps Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Vanguard Morningstar Growth ETF position peaked at $2.19M in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.