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

Long Island 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 Q1	$754K	Sell	10,356 -1,332	-11%	-$104K	0.35%	49
2025 Q4	$950K	Buy	11,688 +6	+0.1%	+$487	0.45%	44
2025 Q3	$934K	Buy	11,682 +6	+0.1%	+$458	0.45%	44
2025 Q2	$853K	Sell	11,676 -420	-3%	-$27.7K	0.44%	44
2025 Q1	$748K	Sell	12,096 -144	-1%	-$9.71K	0.46%	46
2024 Q4	$837K	Sell	12,240 -54	-0.4%	-$3.63K	0.52%	45
2024 Q3	$787K	Sell	12,294 -648	-5%	-$40.2K	0.52%	44
2024 Q2	$807K	Sell	12,942 -6	-0%	-$350	0.57%	42
2024 Q1	$743K	Buy	12,948 +12	+0.1%	+$660	0.52%	43
2023 Q4	$670K	Buy	+12,936	New	+$624K	0.48%	42

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

Long Island Wealth Management's VUG Position: Q1 2026 in Review

Long Island Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q1 2026, selling an estimated $104K and leaving 10,356 shares worth $754K. The position accounts for 0.35% of the portfolio, ranked #49.

Long Island Wealth Management first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $950K in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Long Island Wealth Management held 10,356 shares of Vanguard Morningstar Growth ETF worth $754K as of Q1 2026.
Long Island Wealth Management sold 1,332 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $104K.
Vanguard Morningstar Growth ETF made up 0.35% of Long Island Wealth Management's portfolio in Q1 2026, its #49 holding.
Long Island Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Morningstar Growth ETF position peaked at $950K in Q4 2025.
2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.