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IFC & Insurance Marketing’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IFC & Insurance Marketing’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 		$209K Buy
+2,430
New +$204K 0.18% 74
2026
Q1 		– Sell
-1,710
Closed -$139K – 686
2025
Q4 		$139K Buy
+1,710
New +$139K 0.14% 81

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

IFC & Insurance Marketing's VUG Position: Q2 2026 in Review

IFC & Insurance Marketing opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,430 shares worth $209K. The stake represents 0.18% of the portfolio and ranks #74 among its holdings. This is a return to the name: IFC & Insurance Marketing previously reported a position in VUG as recently as Q4 2025.

IFC & Insurance Marketing first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • IFC & Insurance Marketing held 2,430 shares of Vanguard Morningstar Growth ETF worth $209K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new IFC & Insurance Marketing position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.18% of IFC & Insurance Marketing's portfolio in Q2 2026, its #74 holding.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.