WLIM
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White Lighthouse Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

White Lighthouse Investment 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
Q2 		$133M Buy
1,544,459
+56,333
+4% +$4.74M 16.58% 1
2026
Q1 		$108M Buy
1,488,126
+46,866
+3% +$3.65M 15.03% 1
2025
Q4 		$117M Buy
1,441,260
+12,324
+0.9% +$1M 16.36% 1
2025
Q3 		$114M Sell
1,428,936
-21,426
-1% -$1.64M 17.41% 1
2025
Q2 		$106M Buy
1,450,362
+49,878
+4% +$3.28M 17.24% 1
2025
Q1 		$86.6M Sell
1,400,484
-7,014
-0.5% -$473K 15.46% 1
2024
Q4 		$96.3M Sell
1,407,498
-4,494
-0.3% -$302K 16.92% 1
2024
Q3 		$90.3M Sell
1,411,992
-870
-0.1% -$53.9K 16.2% 1
2024
Q2 		$88M Buy
1,412,862
+6,738
+0.5% +$393K 16.98% 1
2024
Q1 		$80.6M Sell
1,406,124
-258
-0% -$14.2K 16.38% 1
2023
Q4 		$72.9M Buy
1,406,382
+8,454
+0.6% +$408K 15.95% 1
2023
Q3 		$63.4M Sell
1,397,928
-44,790
-3% -$2.12M 15.4% 1
2023
Q2 		$68M Sell
1,442,718
-75,030
-5% -$3.25M 16.24% 1
2023
Q1 		$63.1M Buy
1,517,748
+30,834
+2% +$1.2M 15.9% 1
2022
Q4 		$52.8M Buy
1,486,914
+9,702
+0.7% +$357K 14.35% 1
2022
Q3 		$52.7M Buy
1,477,212
+68,160
+5% +$2.74M 15.34% 1
2022
Q2 		$52.3M Buy
1,409,052
+120,018
+9% +$4.93M 14.98% 1
2022
Q1 		$61.8M Buy
1,289,034
+111,768
+9% +$5.29M 15.72% 1
2021
Q4 		$63M Buy
1,177,266
+21,048
+2% +$1.1M 15.69% 1
2021
Q3 		$55.9M Buy
1,156,218
+6,816
+0.6% +$339K 15% 1
2021
Q2 		$54.9M Buy
1,149,402
+39,534
+4% +$1.8M 15.05% 1
2021
Q1 		$47.5M Buy
1,109,868
+34,680
+3% +$1.48M 14.55% 1
2020
Q4 		$45.4M Sell
1,075,188
-1,752
-0.2% -$69.9K 14.49% 1
2020
Q3 		$40.9M Sell
1,076,940
-29,430
-3% -$1.09M 14.14% 1
2020
Q2 		$37.3M Buy
1,106,370
+50,358
+5% +$1.55M 13.68% 1
2020
Q1 		$27.6M Buy
1,056,012
+120,390
+13% +$3.61M 11.54% 1
2019
Q4 		$28.4M Buy
935,622
+77,874
+9% +$2.25M 10.42% 1
2019
Q3 		$23.8M Buy
857,748
+61,692
+8% +$1.71M 9.57% 1
2019
Q2 		$21.7M Buy
796,056
+131,640
+20% +$3.52M 9.05% 1
2019
Q1 		$17.3M Buy
664,416
+158,370
+31% +$3.91M 7.95% 1
2018
Q4 		$11.3M Buy
506,046
+47,190
+10% +$1.14M 6.22% 3
2018
Q3 		$12.3M Buy
458,856
+19,440
+4% +$509K 6.28% 2
2018
Q2 		$11M Buy
439,416
+52,308
+14% +$1.28M 6.02% 3
2018
Q1 		$9.15M Buy
387,108
+3,198
+0.8% +$78K 5.25% 3
2017
Q4 		$9M Buy
+383,910
New +$8.81M 5.17% 3

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

White Lighthouse Investment Management's VUG Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $4.74M and bringing the position to 1,544,459 shares worth $133M. The position accounts for 16.58% of the portfolio, ranked #1.

White Lighthouse Investment Management first reported a position in VUG in Q4 2017 and has held it in 35 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • White Lighthouse Investment Management held 1,544,459 shares of Vanguard Morningstar Growth ETF worth $133M as of Q2 2026.
  • White Lighthouse Investment Management bought 56,333 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.74M.
  • Vanguard Morningstar Growth ETF made up 16.58% of White Lighthouse Investment Management's portfolio in Q2 2026, its #1 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.