Yelin Lapidot Holdings Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Yelin Lapidot Holdings 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	$1.98M	Hold	23,010	–	–	0.38%	46
2026 Q1	$1.68M	Hold	23,010	–	–	0.35%	46
2025 Q4	$1.87M	Hold	23,010	–	–	0.37%	50
2025 Q3	$1.84M	Hold	23,010	–	–	0.39%	51
2025 Q2	$1.68M	Hold	23,010	–	–	0.31%	51
2025 Q1	$1.42M	Hold	23,010	–	–	0.27%	56
2024 Q4	$1.57M	Hold	23,010	–	–	0.27%	53
2024 Q3	$1.47M	Sell	23,010 -2,040	-8%	-$126K	0.24%	54
2024 Q2	$1.56M	Hold	25,050	–	–	0.28%	49
2024 Q1	$1.44M	Sell	25,050 -21,000	-46%	-$1.15M	0.3%	54
2023 Q4	$2.39M	Sell	46,050 -7,530	-14%	-$363K	0.58%	37
2023 Q3	$2.43M	Buy	+53,580	New	+$2.53M	0.6%	38

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

Yelin Lapidot Holdings Management's VUG Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 23,010 shares worth $1.98M. The position accounts for 0.38% of the portfolio, ranked #46.

Yelin Lapidot Holdings Management first reported a position in VUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q3 2023. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Yelin Lapidot Holdings Management held 23,010 shares of Vanguard Morningstar Growth ETF worth $1.98M as of Q2 2026.
Yelin Lapidot Holdings Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.38% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #46 holding.
Yelin Lapidot Holdings Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Vanguard Morningstar Growth ETF position peaked at $2.43M in Q3 2023.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.