Lynch Asset Management
VUG icon

Lynch Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lynch Asset 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 		$232K Hold
2,574
– – 0.06% 45
2026
Q2 		$222K Hold
2,574
– – 0.06% 44
2026
Q1 		$187K Sell
2,574
-84
-3% -$6.54K 0.06% 43
2025
Q4 		$216K Hold
2,658
– – 0.07% 44
2025
Q3 		$212K Hold
2,658
– – 0.07% 44
2025
Q2 		$194K Buy
+2,658
New +$175K 0.07% 43

Other funds holding VUG

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lynch Asset Management's VUG Position: Q3 2026 in Review

Lynch Asset Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 2,574 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #45.

Lynch Asset Management first reported a position in VUG in Q2 2025 and has held it in 6 quarters since. 2,425 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Lynch Asset Management held 2,574 shares of Vanguard Morningstar Growth ETF worth $232K as of Q3 2026.
  • Lynch Asset Management left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.06% of Lynch Asset Management's portfolio in Q3 2026, its #45 holding.
  • Lynch Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Lynch Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.