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Independent Advisor Alliance’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Independent Advisor Alliance’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 		$69.2M Buy
950,604
+916,878
+2,719% +$71.3M 0.74% 21
2025
Q4 		$2.74M Buy
33,726
+9,912
+42% +$804K 0.07% 236
2025
Q3 		$1.9M Hold
23,814
– – 0.05% 310
2025
Q2 		$1.74M Buy
23,814
+2,562
+12% +$169K 0.05% 309
2025
Q1 		$1.31M Sell
21,252
-498,798
-96% -$33.6M 0.04% 326
2024
Q4 		$35.6M Buy
520,050
+511,470
+5,961% +$34.4M 0.47% 41
2024
Q3 		$549K Buy
8,580
+240
+3% +$14.9K 0.02% 444
2024
Q2 		$520K Sell
8,340
-1,446
-15% -$84.3K 0.02% 456
2024
Q1 		$561K Sell
9,786
-10,806
-52% -$594K 0.02% 428
2023
Q4 		$1M Buy
20,592
+10,296
+100% +$497K 0.04% 311
2023
Q3 		$467K Buy
10,296
+162
+2% +$7.65K 0.02% 424
2023
Q2 		$478K Buy
10,134
+3,330
+49% +$144K 0.02% 439
2023
Q1 		$283K Sell
6,804
-3,948
-37% -$154K 0.01% 529
2022
Q4 		$382K Sell
10,752
-234
-2% -$8.61K 0.13% 94
2022
Q3 		$392K Sell
10,986
-300
-3% -$12.1K 0.02% 424
2022
Q2 		$419K Buy
11,286
+3,264
+41% +$134K 0.02% 419
2022
Q1 		$385K Buy
8,022
+300
+4% +$14.2K 0.02% 461
2021
Q4 		$413K Buy
7,722
+36
+0.5% +$1.88K 0.02% 441
2021
Q3 		$372K Buy
7,686
+972
+14% +$48.4K 0.02% 437
2021
Q2 		$321K Sell
6,714
-492
-7% -$22.3K 0.02% 493
2021
Q1 		$309K Sell
7,206
-60
-0.8% -$2.57K 0.02% 482
2020
Q4 		$307K Hold
7,266
– – 0.02% 432
2020
Q3 		$268K Buy
+7,266
New +$268K 0.02% 405
2020
Q1 		– Sell
-596,382
Closed -$18.1M – 865
2019
Q4 		$18.1M Buy
+596,382
New +$17.2M 0.79% 21
2017
Q2 		– Sell
-198,138
Closed -$4M – 414
2017
Q1 		$4M Buy
+198,138
New +$3.91M 0.63% 41

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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Independent Advisor Alliance's VUG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Morningstar Growth ETF (VUG) stake by 2,719% in Q1 2026, buying an estimated $71.3M and bringing the position to 950,604 shares worth $69.2M. The position accounts for 0.74% of the portfolio, ranked #21.

Independent Advisor Alliance first reported a position in VUG in Q1 2017 and has held it in 25 quarters since. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Independent Advisor Alliance held 950,604 shares of Vanguard Morningstar Growth ETF worth $69.2M as of Q1 2026.
  • Independent Advisor Alliance bought 916,878 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $71.3M.
  • Vanguard Morningstar Growth ETF made up 0.74% of Independent Advisor Alliance's portfolio in Q1 2026, its #21 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 25 quarters since.
  • 2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.