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Lincoln Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lincoln Capital’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 		$1.96M Buy
22,709
+1,025
+5% +$86.2K 0.35% 44
2026
Q1 		$1.58M Sell
21,684
-330
-1% -$25.7K 0.3% 49
2025
Q4 		$1.79M Buy
22,014
+1,242
+6% +$101K 0.32% 47
2025
Q3 		$1.67M Buy
20,772
+450
+2% +$34.4K 0.31% 48
2025
Q2 		$1.48M Buy
20,322
+84
+0.4% +$5.53K 0.29% 51
2025
Q1 		$1.19M Buy
20,238
+2,736
+16% +$184K 0.25% 54
2024
Q4 		$1.2M Buy
17,502
+1,248
+8% +$83.8K 0.25% 51
2024
Q3 		$1.04M Sell
16,254
-912
-5% -$56.5K 0.22% 53
2024
Q2 		$1.07M Buy
17,166
+84
+0.5% +$4.9K 0.24% 49
2024
Q1 		$980K Buy
17,082
+114
+0.7% +$6.27K 0.22% 55
2023
Q4 		$879K Buy
16,968
+96
+0.6% +$4.63K 0.21% 55
2023
Q3 		$766K Sell
16,872
-636
-4% -$30K 0.2% 55
2023
Q2 		$826K Buy
17,508
+306
+2% +$13.3K 0.21% 54
2023
Q1 		$715K Sell
17,202
-2,880
-14% -$112K 0.2% 62
2022
Q4 		$713K Buy
20,082
+1,098
+6% +$40.4K 0.21% 60
2022
Q3 		$677K Buy
18,984
+300
+2% +$12.1K 0.21% 60
2022
Q2 		$694K Buy
18,684
+510
+3% +$21K 0.2% 62
2022
Q1 		$871K Buy
18,174
+54
+0.3% +$2.55K 0.2% 58
2021
Q4 		$969K Sell
18,120
-642
-3% -$33.4K 0.24% 51
2021
Q3 		$907K Buy
18,762
+324
+2% +$16.1K 0.25% 47
2021
Q2 		$881K Buy
18,438
+2,142
+13% +$97.3K 0.25% 48
2021
Q1 		$698K Buy
16,296
+684
+4% +$29.3K 0.22% 49
2020
Q4 		$659K Buy
15,612
+1,428
+10% +$57K 0.21% 48
2020
Q3 		$538K Buy
14,184
+888
+7% +$32.8K 0.2% 52
2020
Q2 		$448K Buy
13,296
+462
+4% +$14.2K 0.19% 52
2020
Q1 		$335K Buy
12,834
+2,634
+26% +$78.9K 0.17% 56
2019
Q4 		$310K Buy
10,200
+2,244
+28% +$64.8K 0.13% 66
2019
Q3 		$221K Buy
7,956
+72
+0.9% +$2K 0.1% 77
2019
Q2 		$215K Buy
+7,884
New +$211K 0.1% 74

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lincoln Capital's VUG Position: Q2 2026 in Review

Lincoln Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.7% in Q2 2026, buying an estimated $86.2K and bringing the position to 22,709 shares worth $1.96M. The position accounts for 0.35% of the portfolio, ranked #44.

Lincoln Capital first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. 1,808 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lincoln Capital held 22,709 shares of Vanguard Morningstar Growth ETF worth $1.96M as of Q2 2026.
  • Lincoln Capital bought 1,025 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $86.2K.
  • Vanguard Morningstar Growth ETF made up 0.35% of Lincoln Capital's portfolio in Q2 2026, its #44 holding.
  • Lincoln Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.