Lyell Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lyell Wealth 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 Q3	$534K	Sell	5,927 -379	-6%	-$33.2K	0.03%	170
2026 Q2	$543K	Buy	6,306 +720	+13%	+$60.6K	0.03%	159
2026 Q1	$407K	Buy	5,586 +1,110	+25%	+$86.4K	0.03%	166
2025 Q4	$364K	Buy	4,476 +96	+2%	+$7.79K	0.03%	168
2025 Q3	$350K	Hold	4,380	–	–	0.03%	169
2025 Q2	$320K	Buy	+4,380	New	+$288K	0.03%	173
2025 Q1	–	Sell	-3,156	Closed	-$216K	–	209
2024 Q4	$216K	Sell	3,156 -3,858	-55%	-$259K	0.02%	195
2024 Q3	$449K	Buy	7,014 +474	+7%	+$29.4K	0.04%	151
2024 Q2	$408K	Hold	6,540	–	–	0.04%	147
2024 Q1	$375K	Sell	6,540 -426	-6%	-$23.4K	0.04%	156
2023 Q4	$361K	Hold	6,966	–	–	0.04%	150
2023 Q3	$316K	Hold	6,966	–	–	0.04%	146
2023 Q2	$329K	Hold	6,966	–	–	0.04%	152
2023 Q1	$290K	Hold	6,966	–	–	0.04%	169
2022 Q4	$247K	Hold	6,966	–	–	0.04%	173
2022 Q3	$248K	Hold	6,966	–	–	0.04%	170
2022 Q2	$259K	Hold	6,966	–	–	0.04%	165
2022 Q1	$334K	Hold	6,966	–	–	0.04%	163
2021 Q4	$373K	Hold	6,966	–	–	0.04%	150
2021 Q3	$337K	Hold	6,966	–	–	0.04%	150
2021 Q2	$333K	Sell	6,966 -366	-5%	-$16.6K	0.04%	160
2021 Q1	$314K	Sell	7,332 -3,654	-33%	-$156K	0.05%	151
2020 Q4	$464K	Sell	10,986 -3,900	-26%	-$156K	0.07%	119
2020 Q3	$565K	Buy	14,886 +7,116	+92%	+$263K	0.11%	91
2020 Q2	$262K	Hold	7,770	–	–	0.06%	109
2020 Q1	$203K	Hold	7,770	–	–	0.06%	117
2019 Q4	$236K	Hold	7,770	–	–	0.06%	118
2019 Q3	$215K	Sell	7,770 -3,000	-28%	-$83.2K	0.06%	115
2019 Q2	$294K	Sell	10,770 -3,450	-24%	-$92.2K	0.09%	104
2019 Q1	$372K	Buy	+14,220	New	+$351K	0.12%	97

Other funds holding VUG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Lyell Wealth Management's VUG Position: Q3 2026 in Review

Lyell Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q3 2026, selling an estimated $33.2K and leaving 5,927 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #170.

Lyell Wealth Management first reported a position in VUG in Q1 2019 and has held it in 30 quarters since. The position peaked at $565K in Q3 2020. 1,641 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Lyell Wealth Management held 5,927 shares of Vanguard Morningstar Growth ETF worth $534K as of Q3 2026.
Lyell Wealth Management sold 379 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $33.2K.
Vanguard Morningstar Growth ETF made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #170 holding.
Lyell Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 30 quarters since.
Lyell Wealth Management's Vanguard Morningstar Growth ETF position peaked at $565K in Q3 2020.
1,641 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.