Lodestar Private Asset Management’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lodestar Private Asset Management's VUG Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Growth ETF (VUG) stake by 3.4% in Q1 2026, selling an estimated $169K and leaving 61,170 shares worth $4.45M. The position accounts for 0.44% of the portfolio, ranked #51.

Lodestar Private Asset Management first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.28M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Lodestar Private Asset Management held 61,170 shares of Vanguard Growth ETF worth $4.45M as of Q1 2026.
Lodestar Private Asset Management sold 2,172 Vanguard Growth ETF shares in Q1 2026, an estimated $169K.
Vanguard Growth ETF made up 0.44% of Lodestar Private Asset Management's portfolio in Q1 2026, its #51 holding.
Lodestar Private Asset Management first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Vanguard Growth ETF position peaked at $5.28M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.