Independent Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Independent Wealth 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	$385K	Hold	4,470	–	–	0.35%	51
2026 Q1	$325K	Buy	4,470 +6	+0.1%	+$467	0.32%	51
2025 Q4	$363K	Buy	+4,464	New	+$362K	0.38%	42

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

Independent Wealth Advisors's VUG Position: Q2 2026 in Review

Independent Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 4,470 shares worth $385K. The position accounts for 0.35% of the portfolio, ranked #51.

Independent Wealth Advisors first reported a position in VUG in Q4 2025 and has held it in 3 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Independent Wealth Advisors held 4,470 shares of Vanguard Morningstar Growth ETF worth $385K as of Q2 2026.
Independent Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.35% of Independent Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Independent Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.