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Linscomb Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Linscomb Wealth’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 		$1.36M Buy
15,842
+572
+4% +$48.1K 0.06% 173
2026
Q1 		$1.11M Sell
15,270
-72
-0.5% -$5.6K 0.05% 190
2025
Q4 		$1.25M Sell
15,342
-2,394
-13% -$194K 0.05% 163
2025
Q3 		$1.42M Sell
17,736
-1,398
-7% -$107K 0.06% 156
2025
Q2 		$1.4M Buy
19,134
+3,378
+21% +$222K 0.06% 157
2025
Q1 		$974K Sell
15,756
-1,224
-7% -$82.5K 0.05% 173
2024
Q4 		$1.16M Sell
16,980
-138
-0.8% -$9.27K 0.06% 162
2024
Q3 		$1.1M Hold
17,118
– – 0.05% 161
2024
Q2 		$1.07M Sell
17,118
-6
-0% -$350 0.06% 158
2024
Q1 		$982K Sell
17,124
-582
-3% -$32K 0.05% 164
2023
Q4 		$917K Sell
17,706
-252
-1% -$12.2K 0.05% 165
2023
Q3 		$815K Sell
17,958
-12
-0.1% -$567 0.05% 168
2023
Q2 		$847K Sell
17,970
-3,570
-17% -$155K 0.05% 168
2023
Q1 		$895K Sell
21,540
-2,622
-11% -$102K 0.05% 171
2022
Q4 		$858K Buy
24,162
+1,164
+5% +$42.8K 0.04% 188
2022
Q3 		$820K Sell
22,998
-1,986
-8% -$79.8K 0.05% 166
2022
Q2 		$928K Buy
24,984
+13,992
+127% +$575K 0.05% 162
2022
Q1 		$527K Buy
10,992
+4,950
+82% +$234K 0.03% 232
2021
Q4 		$323K Sell
6,042
-168
-3% -$8.75K 0.02% 264
2021
Q3 		$300K Sell
6,210
-1,680
-21% -$83.6K 0.02% 267
2021
Q2 		$377K Sell
7,890
-7,134
-47% -$324K 0.02% 242
2021
Q1 		$644K Buy
15,024
+3,630
+32% +$155K 0.04% 192
2020
Q4 		$481K Sell
11,394
-84
-0.7% -$3.35K 0.03% 206
2020
Q3 		$435K Buy
+11,478
New +$424K 0.03% 205

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

Linscomb Wealth's VUG Position: Q2 2026 in Review

Linscomb Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $48.1K and bringing the position to 15,842 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #173.

Linscomb Wealth first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Linscomb Wealth held 15,842 shares of Vanguard Morningstar Growth ETF worth $1.36M as of Q2 2026.
  • Linscomb Wealth bought 572 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $48.1K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Linscomb Wealth's portfolio in Q2 2026, its #173 holding.
  • Linscomb Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Linscomb Wealth's Vanguard Morningstar Growth ETF position peaked at $1.42M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.