Lynx Investment Advisory’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lynx Investment Advisory's VUG Position: Q1 2026 in Review

Lynx Investment Advisory increased its Vanguard Growth ETF (VUG) stake by 16% in Q1 2026, buying an estimated $106K and bringing the position to 9,966 shares worth $726K. The position accounts for 0.35% of the portfolio, ranked #62.

Lynx Investment Advisory first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Lynx Investment Advisory held 9,966 shares of Vanguard Growth ETF worth $726K as of Q1 2026.
Lynx Investment Advisory bought 1,362 Vanguard Growth ETF shares in Q1 2026, an estimated $106K.
Vanguard Growth ETF made up 0.35% of Lynx Investment Advisory's portfolio in Q1 2026, its #62 holding.
Lynx Investment Advisory first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.