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IAG Wealth Partners’s Vanguard Morningstar 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
Q2 		$26.8M Buy
310,621
+5,503
+2% +$463K 2.65% 11
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 $1.55T 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

IAG Wealth Partners's VUG Position: Q2 2026 in Review

IAG Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.8% in Q2 2026, buying an estimated $463K and bringing the position to 310,621 shares worth $26.8M. The position accounts for 2.65% of the portfolio, ranked #11.

IAG Wealth Partners first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • IAG Wealth Partners held 310,621 shares of Vanguard Morningstar Growth ETF worth $26.8M as of Q2 2026.
  • IAG Wealth Partners bought 5,503 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $463K.
  • Vanguard Morningstar Growth ETF made up 2.65% of IAG Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • IAG Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.