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

Independent Wealth Network’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
Q3 		$3.49M Sell
38,750
-572
-1% -$50.1K 0.88% 18
2026
Q2 		$3.39M Buy
39,322
+1,726
+5% +$145K 0.86% 21
2026
Q1 		$2.74M Sell
37,596
-1,572
-4% -$122K 0.81% 25
2025
Q4 		$3.18M Buy
39,168
+2,178
+6% +$177K 0.97% 22
2025
Q3 		$2.96M Buy
36,990
+828
+2% +$63.3K 0.95% 22
2025
Q2 		$2.64M Buy
36,162
+2,706
+8% +$178K 0.96% 23
2025
Q1 		$2.07M Buy
33,456
+390
+1% +$26.3K 0.82% 30
2024
Q4 		$2.26M Buy
33,066
+2,574
+8% +$173K 0.92% 29
2024
Q3 		$1.95M Buy
30,492
+96
+0.3% +$5.95K 0.86% 30
2024
Q2 		$1.89M Buy
30,396
+114
+0.4% +$6.65K 0.88% 30
2024
Q1 		$1.74M Buy
30,282
+2,604
+9% +$143K 0.81% 32
2023
Q4 		$1.43M Buy
27,678
+1,926
+7% +$93K 0.75% 31
2023
Q3 		$1.17M Buy
25,752
+162
+0.6% +$7.65K 0.72% 33
2023
Q2 		$1.21M Buy
25,590
+2,472
+11% +$107K 0.73% 30
2023
Q1 		$961K Buy
23,118
+306
+1% +$11.9K 0.61% 38
2022
Q4 		$810K Sell
22,812
-4,212
-16% -$155K 0.55% 37
2022
Q3 		$964K Buy
27,024
+180
+0.7% +$7.24K 0.75% 29
2022
Q2 		$997K Sell
26,844
-2,430
-8% -$100K 0.72% 34
2022
Q1 		$1.4M Sell
29,274
-612
-2% -$28.9K 0.89% 26
2021
Q4 		$1.6M Sell
29,886
-294
-1% -$15.3K 0.98% 22
2021
Q3 		$1.6M Buy
+30,180
New +$1.5M 1.04% 22

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Independent Wealth Network's VUG Position: Q3 2026 in Review

Independent Wealth Network reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q3 2026, selling an estimated $50.1K and leaving 38,750 shares worth $3.49M. The position accounts for 0.88% of the portfolio, ranked #18.

Independent Wealth Network first reported a position in VUG in Q3 2021 and has held it in 21 quarters since. 1,307 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Independent Wealth Network held 38,750 shares of Vanguard Morningstar Growth ETF worth $3.49M as of Q3 2026.
  • Independent Wealth Network sold 572 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $50.1K.
  • Vanguard Morningstar Growth ETF made up 0.88% of Independent Wealth Network's portfolio in Q3 2026, its #18 holding.
  • Independent Wealth Network first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.