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 Q2	$825K	Sell	9,575 -781	-8%	-$65.7K	0.34%	49
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 $1.55T 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

Long Island Wealth Management's VUG Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.5% in Q2 2026, selling an estimated $65.7K and leaving 9,575 shares worth $825K. The position accounts for 0.34% of the portfolio, ranked #49.

Long Island Wealth Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $950K in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Long Island Wealth Management held 9,575 shares of Vanguard Morningstar Growth ETF worth $825K as of Q2 2026.
Long Island Wealth Management sold 781 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $65.7K.
Vanguard Morningstar Growth ETF made up 0.34% of Long Island Wealth Management's portfolio in Q2 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 11 quarters since.
Long Island Wealth Management's Vanguard Morningstar Growth ETF position peaked at $950K in Q4 2025.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.