LPWM LLC
VUG icon

LPWM LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LPWM LLC’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
Q3 		$1.43M Sell
15,820
-3
-0% -$263 0.31% 41
2026
Q2 		$1.36M Buy
15,823
+307
+2% +$25.8K 0.3% 40
2026
Q1 		$1.13M Buy
15,516
+462
+3% +$35.9K 0.29% 40
2025
Q4 		$1.22M Buy
15,054
+72
+0.5% +$5.84K 0.31% 40
2025
Q3 		$1.2M Sell
14,982
-2,298
-13% -$176K 0.32% 38
2025
Q2 		$1.26M Buy
17,280
+690
+4% +$45.4K 0.37% 36
2025
Q1 		$1.03M Sell
16,590
-12
-0.1% -$809 0.33% 37
2024
Q4 		$1.14M Hold
16,602
– – 0.36% 34
2024
Q3 		$1.05M Sell
16,602
-102
-0.6% -$6.32K 0.34% 34
2024
Q2 		$1.08M Sell
16,704
-48
-0.3% -$2.8K 0.37% 33
2024
Q1 		$952K Buy
16,752
+342
+2% +$18.8K 0.35% 34
2023
Q4 		$824K Buy
16,410
+450
+3% +$21.7K 0.33% 36
2023
Q3 		$730K Hold
15,960
– – 0.33% 36
2023
Q2 		$753K Buy
15,960
+36
+0.2% +$1.56K 0.33% 34
2023
Q1 		$662K Buy
15,924
+2,754
+21% +$107K 0.32% 33
2022
Q4 		$478K Sell
13,170
-7,152
-35% -$263K 0.26% 37
2022
Q3 		$725K Buy
20,322
+6,210
+44% +$250K 0.43% 30
2022
Q2 		$552K Sell
14,112
-3,708
-21% -$152K 0.31% 32
2022
Q1 		$838K Sell
17,820
-66
-0.4% -$3.12K 0.42% 31
2021
Q4 		$957K Sell
17,886
-852
-5% -$44.4K 0.51% 26
2021
Q3 		$916K Hold
18,738
– – 0.54% 23
2021
Q2 		$915K Hold
18,738
– – 0.55% 22
2021
Q1 		$816K Sell
18,738
-204
-1% -$8.73K 0.55% 25
2020
Q4 		$800K Hold
18,942
– – 0.6% 24
2020
Q3 		$728K Buy
18,942
+1,230
+7% +$45.4K 0.59% 26
2020
Q2 		$597K Buy
17,712
+1,470
+9% +$45.2K 0.54% 26
2020
Q1 		$424K Buy
16,242
+2,340
+17% +$70.1K 0.46% 24
2019
Q4 		$422K Buy
+13,902
New +$401K 0.39% 27

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPWM LLC's VUG Position: Q3 2026 in Review

LPWM LLC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.02% in Q3 2026, selling an estimated $263 and leaving 15,820 shares worth $1.43M. The position accounts for 0.31% of the portfolio, ranked #41.

LPWM LLC first reported a position in VUG in Q4 2019 and has held it in 28 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • LPWM LLC held 15,820 shares of Vanguard Morningstar Growth ETF worth $1.43M as of Q3 2026.
  • LPWM LLC sold 3 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $263.
  • Vanguard Morningstar Growth ETF made up 0.31% of LPWM LLC's portfolio in Q3 2026, its #41 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.