Lynx Investment Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lynx Investment Advisory’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	$1.2M	Buy	13,951 +3,985	+40%	+$335K	0.39%	64
2026 Q1	$726K	Buy	9,966 +1,362	+16%	+$106K	0.35%	62
2025 Q4	$700K	Sell	8,604 -48	-0.6%	-$3.9K	0.38%	61
2025 Q3	$691K	Sell	8,652 -84	-1%	-$6.42K	0.41%	61
2025 Q2	$638K	Sell	8,736 -72	-0.8%	-$4.74K	0.42%	58
2025 Q1	$544K	Sell	8,808 -54	-0.6%	-$3.64K	0.36%	60
2024 Q4	$606K	Buy	8,862 +42	+0.5%	+$2.82K	0.41%	55
2024 Q3	$564K	Buy	8,820 +324	+4%	+$20.1K	0.41%	54
2024 Q2	$529K	Buy	+8,496	New	+$495K	0.39%	53

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

Lynx Investment Advisory's VUG Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 40% in Q2 2026, buying an estimated $335K and bringing the position to 13,951 shares worth $1.2M. The position accounts for 0.39% of the portfolio, ranked #64.

Lynx Investment Advisory first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lynx Investment Advisory held 13,951 shares of Vanguard Morningstar Growth ETF worth $1.2M as of Q2 2026.
Lynx Investment Advisory bought 3,985 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $335K.
Vanguard Morningstar Growth ETF made up 0.39% of Lynx Investment Advisory's portfolio in Q2 2026, its #64 holding.
Lynx Investment Advisory first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.