LJI Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LJI Wealth Management’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	$1.01M	Sell	11,710 -32	-0.3%	-$2.69K	0.14%	66
2026 Q1	$855K	Sell	11,742 -2,010	-15%	-$156K	0.14%	61
2025 Q4	$1.12M	Buy	13,752 +1,710	+14%	+$139K	0.17%	63
2025 Q3	$963K	Hold	12,042	–	–	0.17%	52
2025 Q2	$880K	Hold	12,042	–	–	0.15%	63
2025 Q1	$744K	Buy	12,042 +78	+0.7%	+$5.26K	0.15%	64
2024 Q4	$818K	Hold	11,964	–	–	0.16%	58
2024 Q3	$766K	Buy	11,964 +816	+7%	+$50.6K	0.16%	69
2024 Q2	$695K	Sell	11,148 -300	-3%	-$17.5K	0.15%	69
2024 Q1	$657K	Hold	11,448	–	–	0.17%	62
2023 Q4	$593K	Buy	11,448 +210	+2%	+$10.1K	0.15%	74
2023 Q3	$510K	Buy	11,238 +210	+2%	+$9.92K	0.15%	75
2023 Q2	$520K	Buy	+11,028	New	+$478K	0.15%	75

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

LJI Wealth Management's VUG Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.27% in Q2 2026, selling an estimated $2.69K and leaving 11,710 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #66.

LJI Wealth Management first reported a position in VUG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q4 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LJI Wealth Management held 11,710 shares of Vanguard Morningstar Growth ETF worth $1.01M as of Q2 2026.
LJI Wealth Management sold 32 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.69K.
Vanguard Morningstar Growth ETF made up 0.14% of LJI Wealth Management's portfolio in Q2 2026, its #66 holding.
LJI Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
LJI Wealth Management's Vanguard Morningstar Growth ETF position peaked at $1.12M in Q4 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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