IMA Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
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IMA Advisory Services's VUG Position: Q2 2026 in Review
IMA Advisory Services opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 430,119 shares worth $37.1M. The stake represents 2.32% of the portfolio and ranks #9 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in VUG as recently as Q3 2023.
IMA Advisory Services first reported a position in VUG in Q2 2022 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- IMA Advisory Services held 430,119 shares of Vanguard Morningstar Growth ETF worth $37.1M as of Q2 2026.
- Vanguard Morningstar Growth ETF was a new IMA Advisory Services position in Q2 2026.
- Vanguard Morningstar Growth ETF made up 2.32% of IMA Advisory Services's portfolio in Q2 2026, its #9 holding.
- IMA Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 4 quarters since.
- 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.