IA
VUG icon

IFG Advisors’s Vanguard Growth ETF VUG Stock Holding History

IFG 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
Q1 		$1.04M Sell
14,316
-174
-1% -$13.5K 0.17% 63
2025
Q4 		$1.18M Buy
14,490
+324
+2% +$26.3K 0.2% 56
2025
Q3 		$1.13M Buy
14,166
+102
+0.7% +$7.79K 0.18% 59
2025
Q2 		$1.03M Buy
14,064
+1,722
+14% +$113K 0.17% 58
2025
Q1 		$763K Sell
12,342
-36
-0.3% -$2.43K 0.15% 65
2024
Q4 		$847K Sell
12,378
-42
-0.3% -$2.82K 0.17% 59
2024
Q3 		$795K Buy
12,420
+162
+1% +$10K 0.17% 57
2024
Q2 		$764K Sell
12,258
-612
-5% -$35.7K 0.18% 58
2024
Q1 		$738K Buy
12,870
+6
+0% +$330 0.19% 55
2023
Q4 		$667K Hold
12,864
– – 0.2% 59
2023
Q3 		$584K Buy
12,864
+78
+0.6% +$3.68K 0.21% 55
2023
Q2 		$603K Sell
12,786
-12
-0.1% -$520 0.21% 56
2023
Q1 		$532K Buy
12,798
+636
+5% +$24.7K 0.21% 59
2022
Q4 		$432K Buy
12,162
+1,248
+11% +$45.9K 0.19% 66
2022
Q3 		$389K Buy
10,914
+642
+6% +$25.8K 0.2% 69
2022
Q2 		$382K Hold
10,272
– – 0.19% 68
2022
Q1 		$492K Hold
10,272
– – 0.22% 65
2021
Q4 		$549K Hold
10,272
– – 0.23% 63
2021
Q3 		$497K Hold
10,272
– – 0.23% 61
2021
Q2 		$491K Buy
+10,272
New +$466K 0.23% 59

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return