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IFP Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

IFP 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 		$64M Sell
742,981
-47,711
-6% -$4.01M 1.16% 7
2026
Q1 		$57.6M Buy
790,692
+27,966
+4% +$2.18M 1.19% 7
2025
Q4 		$62M Buy
762,726
+2,370
+0.3% +$192K 1.39% 5
2025
Q3 		$60.8M Buy
760,356
+80,670
+12% +$6.16M 1.58% 3
2025
Q2 		$49.7M Sell
679,686
-285,216
-30% -$18.8M 1.41% 6
2025
Q1 		$59.7M Buy
964,902
+259,494
+37% +$17.5M 1.84% 3
2024
Q4 		$48.3M Sell
705,408
-14,064
-2% -$945K 1.58% 4
2024
Q3 		$46M Buy
719,472
+106,956
+17% +$6.63M 1.66% 4
2024
Q2 		$38.2M Buy
612,516
+310,008
+102% +$18.1M 1.52% 4
2024
Q1 		$17.4M Buy
302,508
+4,608
+2% +$253K 0.76% 21
2023
Q4 		$15.4M Sell
297,900
-72,540
-20% -$3.5M 0.73% 23
2023
Q3 		$16.8M Buy
370,440
+63,318
+21% +$2.99M 0.76% 22
2023
Q2 		$14.5M Sell
307,122
-13,788
-4% -$598K 0.61% 30
2023
Q1 		$4.87M Sell
320,910
-360,036
-53% -$14M 0.21% 92
2022
Q4 		$10.4M Buy
680,946
+35,106
+5% +$1.29M 0.28% 73
2022
Q3 		$9.85M Buy
645,840
+47,946
+8% +$1.93M 0.26% 79
2022
Q2 		$9.12M Hold
597,894
– – 0.29% 74
2022
Q1 		$9.12M Buy
597,894
+366,696
+159% +$17.3M 0.29% 74
2021
Q4 		$12.4M Buy
231,198
+6,144
+3% +$320K 0.24% 44
2021
Q3 		$10.9M Sell
225,054
-3,408
-1% -$170K 0.22% 53
2021
Q2 		$10.9M Sell
228,462
-12,282
-5% -$558K 0.23% 48
2021
Q1 		$10.3M Sell
240,744
-45,186
-16% -$1.93M 0.2% 47
2020
Q4 		$12.1M Buy
285,930
+2,838
+1% +$113K 0.49% 28
2020
Q3 		$10.7M Buy
283,092
+31,182
+12% +$1.15M 0.64% 26
2020
Q2 		$8.34M Sell
251,910
-5,802
-2% -$178K 0.66% 26
2020
Q1 		$6.83M Buy
257,712
+32,154
+14% +$963K 0.69% 25
2019
Q4 		$6.88M Sell
225,558
-55,728
-20% -$1.61M 0.52% 34
2019
Q3 		$7.74M Buy
+281,286
New +$7.8M 0.52% 37
2019
Q1 		$2.13M Sell
81,918
-387,672
-83% -$9.57M 0.29% 83
2018
Q4 		$10.4M Sell
469,590
-111,612
-19% -$2.7M 0.63% 20
2018
Q3 		$15.6M Sell
581,202
-62,328
-10% -$1.63M 0.64% 15
2018
Q2 		$16.1M Buy
643,530
+51,270
+9% +$1.26M 0.68% 13
2018
Q1 		$13.9M Hold
592,260
– – 0.63% 20
2017
Q4 		$13.9M Sell
592,260
-972
-0.2% -$22.3K 0.63% 20
2017
Q3 		$13.1M Buy
593,232
+59,826
+11% +$1.3M 0.52% 30
2017
Q2 		$11.3M Sell
533,406
-8,688
-2% -$182K 0.48% 38
2017
Q1 		$11M Sell
542,094
-62,748
-10% -$1.24M 0.48% 34
2016
Q4 		$11.2M Buy
604,842
+26,772
+5% +$495K 0.54% 25
2016
Q3 		$10.8M Buy
578,070
+24,678
+4% +$459K 0.56% 27
2016
Q2 		$9.89M Buy
553,392
+471,474
+576% +$8.4M 0.55% 24
2016
Q1 		$2.13M Sell
81,918
-480,534
-85% -$8.05M 0.29% 83
2015
Q4 		$9.97M Buy
+562,452
New +$10.1M 0.67% 21

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

IFP Advisors's VUG Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q2 2026, selling an estimated $4.01M and leaving 742,981 shares worth $64M. The position accounts for 1.16% of the portfolio, ranked #7.

IFP Advisors first reported a position in VUG in Q4 2015 and has held it in 42 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • IFP Advisors held 742,981 shares of Vanguard Morningstar Growth ETF worth $64M as of Q2 2026.
  • IFP Advisors sold 47,711 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $4.01M.
  • Vanguard Morningstar Growth ETF made up 1.16% of IFP Advisors's portfolio in Q2 2026, its #7 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.