LPL Financial
VUG icon

LPL Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LPL Financial’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 		– Sell
-8,400
Closed -$612K – 6365
2026
Q1 		$612K Buy
+8,400
New +$653K ﹤0.01% 4578

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's VUG Position: Q2 2026 in Review

LPL Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, buying an estimated $83.5M and bringing the position to 33,367,717 shares worth $2.87B. The position accounts for 0.65% of the portfolio, ranked #24.

LPL Financial first reported a position in VUG in Q2 2013 and has held it in 53 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LPL Financial held 33,367,717 shares of Vanguard Morningstar Growth ETF worth $2.87B as of Q2 2026.
  • LPL Financial bought 992,725 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $83.5M.
  • Vanguard Morningstar Growth ETF made up 0.65% of LPL Financial's portfolio in Q2 2026, its #24 holding.
  • LPL Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.