IFG Advisors’s Vanguard Morningstar 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 Q2	$1.22M	Sell	14,155 -161	-1%	-$13.5K	0.17%	62
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 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

IFG Advisors's VUG Position: Q2 2026 in Review

IFG Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, selling an estimated $13.5K and leaving 14,155 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #62.

IFG Advisors first reported a position in VUG in Q2 2021 and has held it in 21 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

IFG Advisors held 14,155 shares of Vanguard Morningstar Growth ETF worth $1.22M as of Q2 2026.
IFG Advisors sold 161 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Morningstar Growth ETF made up 0.17% of IFG Advisors's portfolio in Q2 2026, its #62 holding.
IFG Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 21 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.