LVZ Inc’s Vanguard Growth ETF VUG Stock Holding History

LVZ Inc’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	$454K	Buy	5,274 +6	+0.1%	+$505	0.05%	117
2026 Q1	$384K	Sell	5,268 -204	-4%	-$15.9K	0.04%	110
2025 Q4	$445K	Buy	5,472 +1,848	+51%	+$150K	0.05%	106
2025 Q3	$290K	Sell	3,624 -624	-15%	-$47.7K	0.03%	127
2025 Q2	$310K	Buy	4,248 +1,008	+31%	+$66.4K	0.04%	121
2025 Q1	$200K	Hold	3,240	–	–	0.03%	141
2024 Q4	$222K	Buy	+3,240	New	+$218K	0.03%	134

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc's VUG Position: Q2 2026 in Review

LVZ Inc increased its Vanguard Growth ETF (VUG) stake by 0.11% in Q2 2026, buying an estimated $505 and bringing the position to 5,274 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #117.

LVZ Inc first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

LVZ Inc held 5,274 shares of Vanguard Growth ETF worth $454K as of Q2 2026.
LVZ Inc bought 6 Vanguard Growth ETF shares in Q2 2026, an estimated $505.
Vanguard Growth ETF made up 0.05% of LVZ Inc's portfolio in Q2 2026, its #117 holding.
LVZ Inc first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,269 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.