Lutz Financial Services
VUG icon

Lutz Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lutz Financial Services’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 		$304K Hold
3,369
– – 0.02% 93
2026
Q2 		$290K Sell
3,369
-3
-0.1% -$252 0.02% 96
2026
Q1 		$245K Buy
3,372
+666
+25% +$51.8K 0.02% 97
2025
Q4 		$220K Buy
+2,706
New +$220K 0.02% 99

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Raymond James Financial
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TIAA-CREF Individual & Institutional Services
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Mather Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
PNC Financial Services Group
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lutz Financial Services's VUG Position: Q3 2026 in Review

Lutz Financial Services held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 3,369 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #93.

Lutz Financial Services first reported a position in VUG in Q4 2025 and has held it in 4 quarters since. 2,558 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Lutz Financial Services held 3,369 shares of Vanguard Morningstar Growth ETF worth $304K as of Q3 2026.
  • Lutz Financial Services left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.02% of Lutz Financial Services's portfolio in Q3 2026, its #93 holding.
  • Lutz Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 2,558 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.