Innova Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Innova Wealth Partners’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	$411K	Buy	4,770 +888	+23%	+$74.7K	0.17%	104
2026 Q1	$283K	Buy	3,882 +240	+7%	+$18.7K	0.13%	125
2025 Q4	$296K	Sell	3,642 -1,194	-25%	-$96.9K	0.15%	106
2025 Q3	$387K	Hold	4,836	–	–	0.21%	76
2025 Q2	$353K	Hold	4,836	–	–	0.21%	69
2025 Q1	$299K	Hold	4,836	–	–	0.19%	74
2024 Q4	$331K	Buy	+4,836	New	+$325K	0.21%	65

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

Innova Wealth Partners's VUG Position: Q2 2026 in Review

Innova Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 23% in Q2 2026, buying an estimated $74.7K and bringing the position to 4,770 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #104.

Innova Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Innova Wealth Partners held 4,770 shares of Vanguard Morningstar Growth ETF worth $411K as of Q2 2026.
Innova Wealth Partners bought 888 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $74.7K.
Vanguard Morningstar Growth ETF made up 0.17% of Innova Wealth Partners's portfolio in Q2 2026, its #104 holding.
Innova Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.