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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
2023
Q3 		– Sell
-12,876
Closed -$598K – 231
2023
Q2 		$598K Buy
+12,876
New +$558K 0.22% 88

Other funds holding VUG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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. 1,396 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.
  • 1,396 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.