LMCG Investments’s Vanguard Morningstar 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 Q2	$388K	Sell	4,507 -53	-1%	-$4.46K	0.02%	199
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 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 22.9% 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

LMCG Investments's VUG Position: Q2 2026 in Review

LMCG Investments reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q2 2026, selling an estimated $4.46K and leaving 4,507 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #199.

LMCG Investments first reported a position in VUG in Q2 2023 and has held it in 7 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LMCG Investments held 4,507 shares of Vanguard Morningstar Growth ETF worth $388K as of Q2 2026.
LMCG Investments sold 53 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.46K.
Vanguard Morningstar Growth ETF made up 0.02% of LMCG Investments's portfolio in Q2 2026, its #199 holding.
LMCG Investments first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 7 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.