LL
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
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

LPWM LLC's VUG Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Morningstar Growth ETF (VUG) stake by 2% in Q2 2026, buying an estimated $25.8K and bringing the position to 15,823 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #40.

LPWM LLC first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • LPWM LLC held 15,823 shares of Vanguard Morningstar Growth ETF worth $1.36M as of Q2 2026.
  • LPWM LLC bought 307 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Morningstar Growth ETF made up 0.3% of LPWM LLC's portfolio in Q2 2026, its #40 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.