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Ingalls & Snyder LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ingalls & Snyder LLC’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 		$1.56M Sell
18,082
-2,000
-10% -$168K 0.04% 186
2026
Q1 		$1.46M Hold
20,082
– – 0.05% 186
2025
Q4 		$1.63M Sell
20,082
-3,282
-14% -$266K 0.06% 175
2025
Q3 		$1.87M Hold
23,364
– – 0.06% 165
2025
Q2 		$1.71M Sell
23,364
-2,988
-11% -$197K 0.06% 170
2025
Q1 		$1.63M Hold
26,352
– – 0.05% 167
2024
Q4 		$1.8M Sell
26,352
-2,286
-8% -$154K 0.07% 151
2024
Q3 		$1.83M Buy
28,638
+84
+0.3% +$5.21K 0.07% 155
2024
Q2 		$1.78M Buy
28,554
+462
+2% +$26.9K 0.08% 153
2024
Q1 		$1.61M Buy
28,092
+1,608
+6% +$88.4K 0.07% 167
2023
Q4 		$1.37M Hold
26,484
– – 0.06% 178
2023
Q3 		$1.2M Sell
26,484
-4,200
-14% -$198K 0.06% 189
2023
Q2 		$1.45M Buy
30,684
+3,822
+14% +$166K 0.07% 176
2023
Q1 		$1.12M Hold
26,862
– – 0.06% 194
2022
Q4 		$954K Hold
26,862
– – 0.05% 205
2022
Q3 		$958K Sell
26,862
-1,770
-6% -$71.1K 0.05% 199
2022
Q2 		$1.06M Sell
28,632
-4,620
-14% -$190K 0.06% 192
2022
Q1 		$1.59M Sell
33,252
-756
-2% -$35.8K 0.07% 171
2021
Q4 		$1.82M Sell
34,008
-90
-0.3% -$4.69K 0.08% 168
2021
Q3 		$1.65M Hold
34,098
– – 0.08% 184
2021
Q2 		$1.63M Buy
34,098
+3,240
+10% +$147K 0.07% 189
2021
Q1 		$1.32M Hold
30,858
– – 0.06% 203
2020
Q4 		$1.3M Buy
30,858
+4,188
+16% +$167K 0.06% 195
2020
Q3 		$1.01M Hold
26,670
– – 0.07% 179
2020
Q2 		$898K Hold
26,670
– – 0.05% 203
2020
Q1 		$696K Sell
26,670
-62,094
-70% -$1.86M 0.05% 232
2019
Q4 		$2.69M Sell
88,764
-11,820
-12% -$341K 0.15% 116
2019
Q3 		$2.79M Hold
100,584
– – 0.14% 123
2019
Q2 		$2.74M Buy
+100,584
New +$2.69M 0.13% 124

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

Ingalls & Snyder LLC's VUG Position: Q2 2026 in Review

Ingalls & Snyder LLC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $168K and leaving 18,082 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #186.

Ingalls & Snyder LLC first reported a position in VUG in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.79M in Q3 2019. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Ingalls & Snyder LLC held 18,082 shares of Vanguard Morningstar Growth ETF worth $1.56M as of Q2 2026.
  • Ingalls & Snyder LLC sold 2,000 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #186 holding.
  • Ingalls & Snyder LLC first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • Ingalls & Snyder LLC's Vanguard Morningstar Growth ETF position peaked at $2.79M in Q3 2019.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.