Williamson Legacy Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Williamson Legacy Group’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	$223K	Sell	2,592 -960	-27%	-$80.8K	0.11%	73
2026 Q1	$259K	Sell	3,552 -138	-4%	-$10.7K	0.19%	75
2025 Q4	$300K	Sell	3,690 -66	-2%	-$5.36K	0.23%	85
2025 Q3	$300K	Sell	3,756 -66	-2%	-$5.04K	0.23%	92
2025 Q2	$279K	Sell	3,822 -138	-3%	-$9.09K	0.24%	96
2025 Q1	$245K	Sell	3,960 -636	-14%	-$42.9K	0.23%	97
2024 Q4	$314K	Sell	4,596 -2,994	-39%	-$201K	0.21%	100
2024 Q3	$486K	Buy	7,590 +474	+7%	+$29.4K	0.32%	85
2024 Q2	$444K	Buy	+7,116	New	+$415K	0.33%	78
2024 Q1	–	Sell	-6,798	Closed	-$352K	–	88
2023 Q4	$352K	Buy	+6,798	New	+$328K	0.33%	74

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

Williamson Legacy Group's VUG Position: Q2 2026 in Review

Williamson Legacy Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 27% in Q2 2026, selling an estimated $80.8K and leaving 2,592 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #73.

Williamson Legacy Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $486K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Williamson Legacy Group held 2,592 shares of Vanguard Morningstar Growth ETF worth $223K as of Q2 2026.
Williamson Legacy Group sold 960 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $80.8K.
Vanguard Morningstar Growth ETF made up 0.11% of Williamson Legacy Group's portfolio in Q2 2026, its #73 holding.
Williamson Legacy Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Williamson Legacy Group's Vanguard Morningstar Growth ETF position peaked at $486K in Q3 2024.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.