Iams Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Iams Wealth 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	$256K	Buy	2,967 +27	+0.9%	+$2.27K	0.08%	171
2026 Q1	$214K	Sell	2,940 -48	-2%	-$3.73K	0.07%	184
2025 Q4	$243K	Sell	2,988 -84	-3%	-$6.82K	0.09%	179
2025 Q3	$246K	Buy	3,072 +84	+3%	+$6.42K	0.1%	162
2025 Q2	$219K	Buy	+2,988	New	+$197K	0.1%	157
2023 Q4	–	Sell	-6,438	Closed	-$292K	–	127
2023 Q3	$292K	Buy	+6,438	New	+$304K	0.2%	97
2023 Q2	–	Sell	-6,438	Closed	-$279K	–	223
2023 Q1	$263K	Hold	6,438	–	–	0.22%	92
2022 Q4	$229K	Buy	+6,438	New	+$237K	0.23%	89

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

Iams Wealth Management's VUG Position: Q2 2026 in Review

Iams Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.92% in Q2 2026, buying an estimated $2.27K and bringing the position to 2,967 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #171.

Iams Wealth Management first reported a position in VUG in Q4 2022 and has held it in 8 quarters since. The position peaked at $292K in Q3 2023. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Iams Wealth Management held 2,967 shares of Vanguard Morningstar Growth ETF worth $256K as of Q2 2026.
Iams Wealth Management bought 27 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.27K.
Vanguard Morningstar Growth ETF made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #171 holding.
Iams Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 8 quarters since.
Iams Wealth Management's Vanguard Morningstar Growth ETF position peaked at $292K in Q3 2023.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.