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My Legacy Advisors’s Vanguard Growth ETF VUG Stock Holding History

My Legacy Advisors’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
2025
Q2 		$1.09M Sell
14,772
-2,424
-14% -$160K 0.39% 73
2025
Q1 		$1.06M Buy
17,196
+1,956
+13% +$132K 0.41% 71
2024
Q4 		$1.05M Sell
15,240
-2,202
-13% -$148K 0.41% 65
2024
Q3 		$1.12M Sell
17,442
-10,362
-37% -$642K 0.44% 63
2024
Q2 		$1.73M Sell
27,804
-1,254
-4% -$73.1K 0.55% 44
2024
Q1 		$1.67M Sell
29,058
-750
-3% -$41.2K 0.56% 46
2023
Q4 		$1.55M Sell
29,808
-396
-1% -$19.1K 0.56% 45
2023
Q3 		$1.38M Sell
30,204
-1,056
-3% -$49.9K 0.56% 43
2023
Q2 		$1.51M Sell
31,260
-1,686
-5% -$73.1K 0.59% 42
2023
Q1 		$1.36M Sell
32,946
-450
-1% -$17.5K 0.58% 51
2022
Q4 		$1.35M Sell
33,396
-2,220
-6% -$81.7K 0.58% 46
2022
Q3 		$1.24M Sell
35,616
-9,594
-21% -$386K 0.62% 39
2022
Q2 		$1.74M Sell
45,210
-11,904
-21% -$489K 0.87% 23
2022
Q1 		$2.74M Buy
+57,114
New +$2.7M 1.27% 16

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

My Legacy Advisors's VUG Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard Growth ETF (VUG) stake by 14% in Q2 2025, selling an estimated $160K and leaving 14,772 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #73.

My Legacy Advisors first reported a position in VUG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.74M in Q1 2022. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • My Legacy Advisors held 14,772 shares of Vanguard Growth ETF worth $1.09M as of Q2 2025.
  • My Legacy Advisors sold 2,424 Vanguard Growth ETF shares in Q2 2025, an estimated $160K.
  • Vanguard Growth ETF made up 0.39% of My Legacy Advisors's portfolio in Q2 2025, its #73 holding.
  • My Legacy Advisors first reported a position in Vanguard Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Vanguard Growth ETF position peaked at $2.74M in Q1 2022.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.