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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
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% -$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 $1.55T AUM 33.47% 1-Year Est. Return
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

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

Independent Wealth Network increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q2 2026, buying an estimated $145K and bringing the position to 39,322 shares worth $3.39M. The position accounts for 0.86% of the portfolio, ranked #21.

Independent Wealth Network first reported a position in VUG in Q3 2021 and has held it in 20 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Independent Wealth Network held 39,322 shares of Vanguard Morningstar Growth ETF worth $3.39M as of Q2 2026.
  • Independent Wealth Network bought 1,726 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Morningstar Growth ETF made up 0.86% of Independent Wealth Network's portfolio in Q2 2026, its #21 holding.
  • Independent Wealth Network first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.