IWN
VUG icon

Independent Wealth Network’s Vanguard 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
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% -$99.8K 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

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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 Wealth Network's VUG Position: Q1 2026 in Review

Independent Wealth Network reduced its Vanguard Growth ETF (VUG) stake by 4% in Q1 2026, selling an estimated $122K and leaving 37,596 shares worth $2.74M. The position accounts for 0.81% of the portfolio, ranked #25.

Independent Wealth Network first reported a position in VUG in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.18M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Independent Wealth Network held 37,596 shares of Vanguard Growth ETF worth $2.74M as of Q1 2026.
  • Independent Wealth Network sold 1,572 Vanguard Growth ETF shares in Q1 2026, an estimated $122K.
  • Vanguard Growth ETF made up 0.81% of Independent Wealth Network's portfolio in Q1 2026, its #25 holding.
  • Independent Wealth Network first reported a position in Vanguard Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Vanguard Growth ETF position peaked at $3.18M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.