LVM Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LVM Capital Management’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	$423K	Hold	4,908	–	–	0.04%	120
2026 Q1	$357K	Hold	4,908	–	–	0.03%	123
2025 Q4	$399K	Hold	4,908	–	–	0.04%	124
2025 Q3	$392K	Hold	4,908	–	–	0.04%	124
2025 Q2	$359K	Hold	4,908	–	–	0.04%	125
2025 Q1	$303K	Sell	4,908 -120	-2%	-$8.09K	0.03%	126
2024 Q4	$344K	Sell	5,028 -1,728	-26%	-$116K	0.04%	126
2024 Q3	$421K	Hold	6,756	–	–	0.05%	116
2024 Q2	$421K	Buy	+6,756	New	+$394K	0.05%	116
2022 Q2	–	Sell	-4,206	Closed	-$202K	–	142
2022 Q1	$202K	Hold	4,206	–	–	0.03%	135
2021 Q4	$225K	Hold	4,206	–	–	0.03%	122
2021 Q3	$203K	Hold	4,206	–	–	0.03%	124
2021 Q2	$201K	Buy	+4,206	New	+$191K	0.03%	125

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LVM Capital Management's VUG Position: Q2 2026 in Review

LVM Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,908 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #120.

LVM Capital Management first reported a position in VUG in Q2 2021 and has held it in 13 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LVM Capital Management held 4,908 shares of Vanguard Morningstar Growth ETF worth $423K as of Q2 2026.
LVM Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of LVM Capital Management's portfolio in Q2 2026, its #120 holding.
LVM Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 13 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.