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IAG Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

IAG Wealth Partners’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 		$22.2M Buy
305,118
+14,988
+5% +$1.17M 2.48% 13
2025
Q4 		$23.6M Sell
290,130
-2,736
-0.9% -$222K 2.73% 11
2025
Q3 		$23.4M Sell
292,866
-1,056
-0.4% -$80.7K 2.81% 11
2025
Q2 		$21.5M Sell
293,922
-21,384
-7% -$1.41M 2.84% 11
2025
Q1 		$19.5M Buy
315,306
+39,036
+14% +$2.63M 3.03% 11
2024
Q4 		$18.9M Buy
276,270
+17,232
+7% +$1.16M 3.33% 9
2024
Q3 		$16.6M Sell
259,038
-17,742
-6% -$1.1M 3.06% 10
2024
Q2 		$17.3M Sell
276,780
-20,478
-7% -$1.19M 3.47% 9
2024
Q1 		$17.1M Sell
297,258
-9,318
-3% -$512K 3.66% 9
2023
Q4 		$15.9M Sell
306,576
-1,158
-0.4% -$55.9K 3.62% 9
2023
Q3 		$14M Buy
307,734
+4,176
+1% +$197K 3.89% 9
2023
Q2 		$14.3M Buy
303,558
+32,850
+12% +$1.42M 3.78% 9
2023
Q1 		$11.3M Buy
270,708
+95,946
+55% +$3.73M 3.12% 9
2022
Q4 		$6.21M Buy
174,762
+76,464
+78% +$2.81M 1.83% 12
2022
Q3 		$3.5M Buy
98,298
+96,396
+5,068% +$3.87M 1.16% 19
2022
Q2 		$71K Hold
1,902
– – 0.02% 105
2022
Q1 		$91K Sell
1,902
-210
-10% -$9.93K 0.03% 94
2021
Q4 		$113K Buy
2,112
+828
+64% +$43.1K 0.04% 81
2021
Q3 		$63K Hold
1,284
– – 0.02% 109
2021
Q2 		$62K Buy
+1,284
New +$58.3K 0.02% 105

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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's VUG Position: Q1 2026 in Review

IAG Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 5.2% in Q1 2026, buying an estimated $1.17M and bringing the position to 305,118 shares worth $22.2M. The position accounts for 2.48% of the portfolio, ranked #13.

IAG Wealth Partners first reported a position in VUG in Q2 2021 and has held it in 20 quarters since. The position peaked at $23.6M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • IAG Wealth Partners held 305,118 shares of Vanguard Growth ETF worth $22.2M as of Q1 2026.
  • IAG Wealth Partners bought 14,988 Vanguard Growth ETF shares in Q1 2026, an estimated $1.17M.
  • Vanguard Growth ETF made up 2.48% of IAG Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • IAG Wealth Partners first reported a position in Vanguard Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • IAG Wealth Partners's Vanguard Growth ETF position peaked at $23.6M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.