LVZ Inc
VUG icon

LVZ Inc’s Vanguard Morningstar 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
Q3 		$482K Buy
5,346
+72
+1% +$6.3K 0.05% 108
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

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Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

LVZ Inc's VUG Position: Q3 2026 in Review

LVZ Inc increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2026, buying an estimated $6.3K and bringing the position to 5,346 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #108.

LVZ Inc first reported a position in VUG in Q4 2024 and has held it in 8 quarters since. 1,190 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • LVZ Inc held 5,346 shares of Vanguard Morningstar Growth ETF worth $482K as of Q3 2026.
  • LVZ Inc bought 72 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $6.3K.
  • Vanguard Morningstar Growth ETF made up 0.05% of LVZ Inc's portfolio in Q3 2026, its #108 holding.
  • LVZ Inc first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.