IBEX Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IBEX Wealth Advisors’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	$2.99M	Buy	34,704 +16,896	+95%	+$1.42M	0.23%	80
2026 Q1	$1.3M	Buy	+17,808	New	+$1.39M	0.12%	97
2025 Q4	–	Sell	-23,490	Closed	-$1.88M	–	204
2025 Q3	$1.88M	Buy	23,490 +6,546	+39%	+$500K	0.18%	89
2025 Q2	$1.24M	Sell	16,944 -18,204	-52%	-$1.2M	0.13%	95
2025 Q1	$2.17M	Sell	35,148 -2,190	-6%	-$148K	0.29%	73
2024 Q4	$2.55M	Buy	+37,338	New	+$2.51M	0.3%	77
2021 Q4	–	Sell	-3,984	Closed	-$193K	–	424
2021 Q3	$193K	Buy	+3,984	New	+$198K	0.04%	179
2019 Q3	–	Sell	-1,350	Closed	-$36K	–	391
2019 Q2	$36K	Buy	+1,350	New	+$36.1K	0.01%	249
2017 Q1	–	Sell	-1,350	Closed	-$26K	–	391
2016 Q4	$26K	Buy	+1,350	New	+$25K	0.01%	207

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

IBEX Wealth Advisors's VUG Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 95% in Q2 2026, buying an estimated $1.42M and bringing the position to 34,704 shares worth $2.99M. The position accounts for 0.23% of the portfolio, ranked #80.

IBEX Wealth Advisors first reported a position in VUG in Q4 2016 and has held it in 9 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

IBEX Wealth Advisors held 34,704 shares of Vanguard Morningstar Growth ETF worth $2.99M as of Q2 2026.
IBEX Wealth Advisors bought 16,896 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.42M.
Vanguard Morningstar Growth ETF made up 0.23% of IBEX Wealth Advisors's portfolio in Q2 2026, its #80 holding.
IBEX Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 9 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.