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LPWM LLC’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPWM LLC's VUG Position: Q1 2026 in Review

LPWM LLC increased its Vanguard Growth ETF (VUG) stake by 3.1% in Q1 2026, buying an estimated $35.9K and bringing the position to 15,516 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #40.

LPWM LLC first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q2 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • LPWM LLC held 15,516 shares of Vanguard Growth ETF worth $1.13M as of Q1 2026.
  • LPWM LLC bought 462 Vanguard Growth ETF shares in Q1 2026, an estimated $35.9K.
  • Vanguard Growth ETF made up 0.29% of LPWM LLC's portfolio in Q1 2026, its #40 holding.
  • LPWM LLC first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's Vanguard Growth ETF position peaked at $1.26M in Q2 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.