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LMCG Investments’s Vanguard Growth ETF VUG Stock Holding History

LMCG Investments’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
Q1 		$332K Buy
4,560
+324
+8% +$25.2K 0.02% 198
2025
Q4 		$344K Buy
4,236
+534
+14% +$43.3K 0.02% 193
2025
Q3 		$296K Sell
3,702
-696
-16% -$53.2K 0.02% 202
2025
Q2 		$321K Buy
4,398
+120
+3% +$7.9K 0.02% 202
2025
Q1 		$264K Buy
+4,278
New +$288K 0.02% 217
2023
Q3 		– Sell
-4,440
Closed -$209K – 300
2023
Q2 		$209K Buy
+4,440
New +$193K 0.01% 287

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return