IFG
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Independent Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Independent Financial Group’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 		$17.4M Buy
201,898
+7,384
+4% +$621K 0.33% 50
2026
Q1 		$14.2M Buy
194,514
+4,908
+3% +$382K 0.32% 55
2025
Q4 		$15.4M Buy
189,606
+4,812
+3% +$391K 0.34% 50
2025
Q3 		$14.8M Buy
184,794
+7,254
+4% +$554K 0.35% 44
2025
Q2 		$13M Sell
177,540
-3,000
-2% -$198K 0.36% 42
2025
Q1 		$11.2M Buy
180,540
+8,874
+5% +$598K 0.38% 41
2024
Q4 		$11.7M Buy
171,666
+9,834
+6% +$661K 0.39% 40
2024
Q3 		$10.4M Buy
161,832
+4,476
+3% +$277K 0.38% 40
2024
Q2 		$9.81M Buy
157,356
+13,938
+10% +$813K 0.39% 39
2024
Q1 		$8.23M Buy
143,418
+4,098
+3% +$225K 0.38% 43
2023
Q4 		$7.22M Buy
139,320
+13,596
+11% +$656K 0.39% 39
2023
Q3 		$5.71M Sell
125,724
-66,006
-34% -$3.12M 0.37% 45
2023
Q2 		$9.04M Buy
191,730
+12,618
+7% +$547K 0.62% 18
2023
Q1 		$7.45M Buy
179,112
+118,230
+194% +$4.6M 0.6% 19
2022
Q4 		$2.16M Sell
60,882
-12,264
-17% -$451K 0.19% 107
2022
Q3 		$2.61M Buy
73,146
+23,220
+47% +$933K 0.24% 80
2022
Q2 		$1.85M Sell
49,926
-3,420
-6% -$141K 0.2% 121
2022
Q1 		$2.56M Buy
53,346
+2,340
+5% +$111K 0.21% 98
2021
Q4 		$2.73M Sell
51,006
-1,692
-3% -$88.1K 0.23% 91
2021
Q3 		$2.55M Sell
52,698
-3,774
-7% -$188K 0.26% 86
2021
Q2 		$2.7M Buy
56,472
+5,514
+11% +$250K 0.29% 79
2021
Q1 		$2.18M Buy
50,958
+9,036
+22% +$387K 0.28% 82
2020
Q4 		$1.77M Sell
41,922
-9,516
-18% -$380K 0.26% 92
2020
Q3 		$1.95M Buy
51,438
+1,896
+4% +$70K 0.37% 58
2020
Q2 		$1.67M Buy
49,542
+15,048
+44% +$463K 0.37% 60
2020
Q1 		$901K Buy
+34,494
New +$1.03M 0.26% 93

Other funds holding VUG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's VUG Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q2 2026, buying an estimated $621K and bringing the position to 201,898 shares worth $17.4M. The position accounts for 0.33% of the portfolio, ranked #50.

Independent Financial Group first reported a position in VUG in Q1 2020 and has held it in 26 quarters since. 2,797 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Independent Financial Group held 201,898 shares of Vanguard Morningstar Growth ETF worth $17.4M as of Q2 2026.
  • Independent Financial Group bought 7,384 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $621K.
  • Vanguard Morningstar Growth ETF made up 0.33% of Independent Financial Group's portfolio in Q2 2026, its #50 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.