Lodestar Private Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lodestar Private Asset 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	$4.91M	Sell	57,009 -4,161	-7%	-$350K	0.42%	51
2026 Q1	$4.45M	Sell	61,170 -2,172	-3%	-$169K	0.44%	51
2025 Q4	$5.15M	Sell	63,342 -2,712	-4%	-$220K	0.52%	48
2025 Q3	$5.28M	Sell	66,054 -564	-0.8%	-$43.1K	0.55%	47
2025 Q2	$4.87M	Buy	66,618 +8,328	+14%	+$548K	0.56%	46
2025 Q1	$3.6M	Buy	58,290 +1,026	+2%	+$69.2K	0.45%	53
2024 Q4	$3.92M	Sell	57,264 -828	-1%	-$55.6K	0.49%	50
2024 Q3	$3.72M	Sell	58,092 -3,198	-5%	-$198K	0.47%	52
2024 Q2	$3.82M	Sell	61,290 -1,290	-2%	-$75.2K	0.53%	48
2024 Q1	$3.59M	Buy	62,580 +96	+0.2%	+$5.28K	0.51%	52
2023 Q4	$3.24M	Sell	62,484 -4,416	-7%	-$213K	0.5%	52
2023 Q3	$3.04M	Sell	66,900 -10,644	-14%	-$503K	0.52%	51
2023 Q2	$3.66M	Sell	77,544 -12,906	-14%	-$560K	0.61%	42
2023 Q1	$3.76M	Sell	90,450 -10,998	-11%	-$428K	0.67%	39
2022 Q4	$3.6M	Buy	+101,448	New	+$3.73M	0.69%	39

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

Lodestar Private Asset Management's VUG Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q2 2026, selling an estimated $350K and leaving 57,009 shares worth $4.91M. The position accounts for 0.42% of the portfolio, ranked #51.

Lodestar Private Asset Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.28M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lodestar Private Asset Management held 57,009 shares of Vanguard Morningstar Growth ETF worth $4.91M as of Q2 2026.
Lodestar Private Asset Management sold 4,161 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $350K.
Vanguard Morningstar Growth ETF made up 0.42% of Lodestar Private Asset Management's portfolio in Q2 2026, its #51 holding.
Lodestar Private Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Vanguard Morningstar Growth ETF position peaked at $5.28M in Q3 2025.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.