Lifeworks Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lifeworks 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	$1.66M	Buy	19,320 +456	+2%	+$38.4K	0.17%	107
2026 Q1	$1.37M	Sell	18,864 -3,474	-16%	-$270K	0.18%	108
2025 Q4	$1.82M	Buy	22,338 +198	+0.9%	+$16.1K	0.24%	98
2025 Q3	$1.77M	Buy	22,140 +642	+3%	+$49.1K	0.24%	96
2025 Q2	$1.57M	Sell	21,498 -570	-3%	-$37.5K	0.23%	100
2025 Q1	$1.36M	Buy	22,068 +6,318	+40%	+$426K	0.23%	103
2024 Q4	$1.08M	Buy	15,750 +150	+1%	+$10.1K	0.19%	113
2024 Q3	$998K	Buy	+15,600	New	+$967K	0.2%	113
2024 Q2	–	Sell	-5,400	Closed	-$310K	–	248
2024 Q1	$310K	Sell	5,400 -450	-8%	-$24.7K	0.09%	175
2023 Q4	$303K	Buy	+5,850	New	+$282K	0.1%	161

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Lifeworks Advisors's VUG Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, buying an estimated $38.4K and bringing the position to 19,320 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #107.

Lifeworks Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q4 2025. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lifeworks Advisors held 19,320 shares of Vanguard Morningstar Growth ETF worth $1.66M as of Q2 2026.
Lifeworks Advisors bought 456 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $38.4K.
Vanguard Morningstar Growth ETF made up 0.17% of Lifeworks Advisors's portfolio in Q2 2026, its #107 holding.
Lifeworks Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Lifeworks Advisors's Vanguard Morningstar Growth ETF position peaked at $1.82M in Q4 2025.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.